All Seasons Investment Advisors (ASIA) offers retirement plan consulting, investment advice, and fiduciary due diligence services to individuals, qualified retirement plan sponsors, and businesses. ASIA provides ongoing portfolio management, investment policy statements, employee plan and investment education, 401(k) proposal and vendor research, and plan design guidance. ASIA also acts as a solicitor, recommending clients to other advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable above $10,000,000. The Adviser may receive fees directly from a client (plan sponsor or individual), for providing any or all of the services described above. In these instances, fees may be paid on a one-time only or ongoing basis, depending on the scope of the services, and the desired length of time that those services will be provided. Adviser’s fees are in addition to any fees assessed by the mutual funds that the Client’s accounts are invested in. The annual fees will be determined based on the ending aggregate market value of the Plan assets each quarter and Client will not be charged a greater fee for that portion of the assets in the Client’s account which falls below the aggregate size listed below.