Asset Advisors offers personalized wealth management and investment management services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. As needed, Asset Advisors provides clients with financial planning services. Asset Advisors manages investments on a discretionary basis, allocating client assets among exchange-traded funds, individual company stocks, municipal bonds, corporate bonds, government bonds, and certificates of deposit. Alternative investments may also be recommended.
Assets Under Management$1.3B
Clients465
Advisors6
Avg. per Client$2.8M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are potentially negotiable. A few clients pay fixed fees rather than a percentage of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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