Asbury Capital is a registered investment advisor founded in 2022 and based in West Chester, Pennsylvania, led by Steven Engle. Asbury Capital provides personalized investment management and financial planning services to individuals and high-net-worth clients. For investment management, Asbury Capital builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, and may occasionally utilize third-party managers. The firm offers comprehensive financial planning covering retirement, tax strategies, estate planning, cash flow and debt management, college savings, and employee benefits. Asbury Capital provides ongoing financial planning as well as one-time project-based engagements. The firm operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Standard investment management requires a minimum portfolio of $500,000. Clients with portfolios under $500,000 can receive investment management at a reduced rate of 0.50% when combined with ongoing financial planning.