Astra Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include investment management, retirement planning, and financial consulting. Astra Wealth Management creates customized investment portfolios using mutual funds, ETFs, stocks, bonds, and options. They also offer financial planning services covering areas like retirement, education, and insurance needs.
Fee Structure
Astra Wealth Management's fees for managing your investments are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 1.50% of your portfolio's value. The exact fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.