ASA Advisors manages investment portfolios and offers project-based and ongoing financial planning for individuals, families, and businesses. The firm provides both internally managed portfolios and externally managed options through third-party platforms. Services cover retirement planning, education funding, estate planning, tax planning, and risk management. Clients can choose between having the firm make trades without asking first or approving trades in advance. ASA Advisors also provides retirement plan consulting for businesses. The firm operates as a registered investment advisor and is required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Schedule reflects the firm's advisory fee portion only. Total fees are higher when including third-party platform and management fees for externally managed accounts, or internal management fees for internally managed accounts. Minimum advisory fee is $3,500.