Asset Investment Solutions, LLC offers financial planning services to help clients plan for their future needs. They evaluate clients' financial situations, goals, and risk tolerance to prepare specific recommendations. Asset Investment Solutions also recommends third-party investment advisors to manage client accounts, monitoring the accounts and acting as the client's primary financial advisor. Clients are not obligated to use recommended third-party advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. This fee is for recommending a third-party investment advisor. Clients will also pay fees directly to the third-party advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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