Classic Asset Management, operating as Financial Strategies Group, provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting services. The firm builds customized investment portfolios primarily using mutual funds and exchange-traded funds, tailored to each client's specific financial situation, risk tolerance, and goals. In addition to managing investments, the firm offers broad-based financial planning as well as modular, project-based advice covering areas such as cash flow, retirement, and general wealth management.
Assets Under Management$190M
Clients659
Advisors4
Avg. per Client$290K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% per year depending on account size and complexity. Clients may also elect a flat fee ranging from $1,000 to $100,000 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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