ASI Wealth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, equities, bonds, and ETFs. ASI also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. Clients may impose restrictions on investments based on their values.
Assets Under Management$28M
Clients57
Advisors2
Avg. per Client$490K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
ASI Wealth Advisors charges a percentage of your investments annually, paid quarterly. The fee varies based on the type of investment (fixed income or equity) and the amount you invest.
For fixed income (bonds):
- Up to $3,999,999.99: 1.00% per year
- $4,000,000 - $6,999,999.99: 0.90% per year
- $7,000,000 - $10,999,999.99: 0.80% per year
- $11,000,000 and Up: 0.70% per year
For equity (securities):
- Up to $3,999,999.99: 1.25% per year
- $4,000,000 - $6,999,999.99: 1.15% per year
- $7,000,000 - $10,999,999.99: 1.05% per year
- $11,000,000 and Up: 0.90% per year
These fees are negotiable.
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