ASC Wealth & Retirement Advisors LLC offers a range of services including investment management, retirement planning, tax planning, estate planning, and insurance analysis. The firm operates under four service levels—Professional, Executive, Concierge, and Investment Management Only—tailoring its approach based on the complexity of a client's financial situation and portfolio size. ASC Wealth & Retirement Advisors LLC also provides pension consulting services for employee benefit plans like 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Rates reflect the Professional Level service tier where the first $500,000 is included in the $5,000 annual fixed fee. Other service tiers (Executive, Concierge, and Investment Management Only) have separate schedules. Fees over $5,000,000 are negotiable.