Asset Growth Solutions, LLC

Fee-Only (% of Portfolio)

Asset Growth Solutions, LLC manages senior secured, floating-rate broadly-syndicated commercial loans for U.S. community and regional banks, bank-affiliated portfolios, and other institutional investors. The firm focuses on credit analysis, portfolio diversification, and ongoing credit monitoring. Asset Growth Solutions provides discretionary and non-discretionary investment management services customized to align with each client's internal credit policies, regulatory constraints, and risk appetite. The firm's advisory services are designed to help banks gain exposure to the broadly-syndicated loan market while maintaining prudent credit risk management.

Assets Under Management$700M
Clients4
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Asset Growth Solutions negotiates advisory fees individually with each client and documents them in written agreements. Fees are generally based on the value of the portfolio you invest, calculated as a percentage of portfolio assets and invoiced monthly in arrears. Fee schedules vary depending on account size, mandate complexity, and the specific services provided.

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Asset Growth Solutions, LLC - Fees, AUM & Advisors | TrueAdvisor