ASA Advisors offers investment advisory and management services, both discretionary and non-discretionary, to individuals, families, and businesses. They also provide project-oriented and ongoing financial planning services covering areas like education funding, retirement, estate, risk management, and tax planning. ASA Advisors also offers retirement plan consulting services to businesses. Services are tailored to each client's needs, and clients can impose restrictions on the level of discretion and types of investments used.
Fee Structure
ASA Advisors charges a percentage of your portfolio each quarter for investment advisory and management services. The exact fee depends on whether your account is managed internally or externally. There is a minimum advisory fee of $3,500, which may be waived or negotiated. The fees for Envestnet's and the portfolio managers' services are not negotiable.