Assets Under Management
$91.0M
Number of Clients
213
Number of Advisors
4
Average Client AUM
$427K
AUM per Advisor
$22.7M
Compensation
Fee-Only (AUM)
Asset Strategy Retirement Plan Consultants, LLC provides investment management services, including selection, monitoring, and review of portfolio assets, on a non-discretionary basis. They develop portfolios based on client goals, objectives, time horizon, and risk tolerance. Investment strategies are generally long-term and utilize a buy and hold philosophy. They primarily use no-load mutual funds, U.S. Government securities and tax-exempt bonds, although individual common and/or preferred stocks may also be used.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable.
3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011