Financial Strategies Group

Assets Under Management

$169.8M

Number of Clients

659

Number of Advisors

4

Average Client AUM

$258K

AUM per Advisor

$42.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Classic Asset Management, LLC offers discretionary portfolio management, financial planning, recommendation of independent advisers, and retirement plan advisory services. Investment advice is tailored to individual client needs and objectives. The firm may invest assets according to model portfolios with varying risk tolerances.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

1220 28th Avenue North, Fargo, ND, 58102

4 Advisors at this firm