AS Investment Partners (ASIP) provides investment management services on both a discretionary and non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. ASIP also offers financial planning services covering various topics such as financial goals, cash flow analysis, retirement strategy, risk management, long-term investment planning, and estate preservation. Clients can impose restrictions on investments.
Fee Structure
AS Investment Partners offers investment management services. For clients who meet certain requirements, ASIP charges a performance-based fee of 25% of the increase in your portfolio's net assets above a 6% annual rate, subject to a high water mark. For other clients, ASIP charges 1.00% of the value of your portfolio annually. This fee is negotiable.