Asset Allocation Strategies is a registered investment advisor founded in 2010, based in Farmington, Michigan. The firm manages investment portfolios on both a discretionary and non-discretionary basis, utilizing model portfolios, exchange-traded funds, mutual funds, and approved third-party money managers. In addition to investment management, Asset Allocation Strategies offers financial planning and consulting services, including retirement projections, tax analysis, and estate planning considerations. The firm also assists retirement plan sponsors with plan design and investment selection. Asset Allocation Strategies typically requires an initial deposit of $25,000 or periodic contributions of $500 per month, though accounts are evaluated on a case-by-case basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.