Asset Solutions Advisory Services, Inc. offers active money management for individual clients, using a market-timing portfolio management strategy. Asset Solutions uses technical, cyclical, and fundamental analysis to monitor the business cycle and evaluate market risk, investing in market sectors believed to provide better risk-adjusted returns. Portfolios may not be diversified and can be invested in one or a few market sectors, including 100% cash during times of high market risk. Asset Solutions primarily uses ETFs, mutual funds, individual stocks, and fixed income securities.
Assets Under Management$12M
Clients58
Advisors1
Avg. per Client$210K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Firm also offers a performance-based fee schedule to qualified clients.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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