Asset Management Strategies offers personalized financial planning and investment management. Their advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. They operate as a fee-only firm for securities, but may use non-securities annuities and insurance on a fee or commission basis depending on client needs. Clients make the final investment decisions, and Asset Management Strategies places trades with a limited power of attorney.
Assets Under Management$210M
Clients2,038
Advisors8
Avg. per Client$100K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$0
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. In certain circumstances, client’s fees may be charged as a flat amount or per hour for specific services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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