Asset Strategy Retirement Plan Consultants (ASRPC) offers pension consulting services to ERISA-covered clients and investment management services to individuals. For individuals, ASRPC helps determine needs, goals, risk tolerance, and investment experience. ASRPC then makes investment recommendations, primarily using mutual funds, U.S. Government securities, and tax-exempt bonds. ASRPC monitors and reviews portfolio assets on a non-discretionary basis, meaning client approval is needed for each transaction.
Assets Under Management$120M
Clients242
Advisors4
Avg. per Client$480K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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