Asset Strategy Advisors, LLC offers individual wealth management, investment management, and personalized financial planning services, alongside retirement plan consulting for corporate and non-profit institutions. For individual clients, Asset Strategy Advisors provides comprehensive services covering personal financial planning, insurance and estate planning, capital need analysis, tax and cash flow planning, retirement planning, investment analysis, and education planning. The firm builds portfolios using mutual funds, exchange-traded funds, collective investment trusts, and separately managed accounts, tailored to each client's specific goals and risk tolerance. Accounts are primarily managed on a discretionary basis, and the firm utilizes technology platforms like Pontera to manage held-away retirement accounts. Asset Strategy Advisors is owned and controlled by Asset Strategy Holdings LLC and Kent Fitzpatrick.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees, account minimums, and payment terms are negotiable. The annualized fee can also be charged as a flat fee negotiated with the client.