Asbury Capital offers investment advice and financial planning to individuals. Asbury Capital develops a personal investment policy or plan with an asset allocation target and manages a portfolio based on that policy and allocation targets. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management and tax planning strategies.
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% |
Investment Management Services are available for Clients participating in our Ongoing Financial Planning services. For clients with investable assets below $500,000, we charge a recurring fixed fee for Ongoing Financial Planning and a reduced AUM rate for Investment Management of 0.5% annually. Once investable asset levels reach $500,000 for clients in this fee model, the fixed fee for ongoing financial planning is no longer charged, and the investment management fee schedule shifts from 0.5% to the laddered fee schedule under Investment Management Services.