Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Strategy Consultants offers investment advisory services on a fee-only basis. Fees are based on a percentage of assets under management. For traditional consulting, the fee is 20 bps on the first $50MM, 15 bps on the next $50MM, and 12 bps over $100MM. For OCIO, the fee is 30 bps on the first $100MM, 25 bps on the next $150MM, 20 bps on the next $250MM, and 15 bps on the next $500MM. For private wealth, the fee is 125 bps on the first $2MM, 100 bps on the next $1MM, 85 bps on the next $2MM, 75 bps on the next $5MM, and negotiable over $10MM. Project-based services range from $2,500 to $25,000, and hourly charges are $150 to $300. A minimum asset level of $10,000,000 is generally required for institutional clients and $1,000,000 for private wealth clients, but this may be waived or reduced at ASC's discretion.
Areas of Practice
Advisor Information
Office location
6 North Park Drive, Suite 208, Hunt Valley, MD, 21030
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No disclosures, customer disputes, or regulatory actions on file.
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Stacy is a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC, a registered investment advisor, since 2008. This takes nearly all of Stacy's time.