ASI Wealth Advisors provides ongoing investment management and financial planning services tailored to each client's individual goals, risk tolerance, and time horizon. The firm constructs personalized portfolios using mutual funds, stocks, bonds, fixed income securities, and exchange-traded funds. ASI Wealth Advisors creates an investment policy statement for every client to guide asset allocation and ongoing monitoring. In addition to portfolio management, the firm offers financial planning covering retirement, taxes, insurance, and debt management. ASI Wealth Advisors operates primarily from Miami, Florida, serving individuals and high-net-worth clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.25% |
| $4.0M - $7.0M | 1.15% |
| $7.0M - $11.0M | 1.05% |
| $11M+ | 0.90% |
Rates shown are for equity investments. Bond investments have lower rates starting at 1.00% for under $4M down to 0.70% for $11M and up. Fees are negotiable.