ASC Wealth & Retirement Advisors offers pension consulting services to employee benefit plans, including 401(k) plans. They also provide individual portfolio management services based on each client's goals, objectives, and risk tolerance. ASC offers different service levels that include financial planning and investment management: Professional, Executive, and Concierge. A fourth service level of Investment Management Only is also available.
Assets Under Management$27M
Clients132
Advisors1
Avg. per Client$200K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
ASC Wealth & Retirement Advisors offers several service levels with different fee structures:
- Professional Level: Includes investment management (up to $500,000 included in the fixed fee), retirement planning, tax planning, estate planning, and insurance planning. The fixed fee is $5,000 annually, with additional fees for assets under management over $500,000.
- Executive Level: Includes all services under the Professional level, plus cross-border planning services. The fixed fee is $10,000 annually, with additional fees for assets under management over $1,000,000.
- Concierge Level: For clients with complex needs, with fees starting at $25,000 annually.
- Investment Management Only: Starts at $4,000 annually and varies based on assets under management.
Additional fees may include TPAM platform fees and trading fees.
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