Asset Strategies Group offers investment management and consulting services to individuals. The firm works with clients to understand their financial situation, goals, and risk tolerance. Investment portfolios may include individual stocks, bonds, ETFs, and mutual funds. The firm monitors portfolios daily and rebalances them as needed. Consulting services are also available on an hourly basis.
Assets Under Management$52M
Clients92
Advisors3
Avg. per Client$560K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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