Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for over $10 million.
Fee Estimator
Fees for portfolio management are based on a percentage of assets under management, and are negotiable. The firm also charges hourly fees ($250-$400/hour) for specific one-time services and fixed fees for services like financial planning. Asset Strategy Advisors LLC receives an admin/service annual fee of 0.20% of the value of the client’s Flourish Cash account when a client participates in the cash management program offered through Flourish. This fee is deducted from the client’s overall APY. Fees, account minimums and payment terms are negotiable.
Areas of Practice
Advisor Information
Office location
24 Superior Drive, Suite 101, Natick, MA, 01760-1535
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kaelan works full-time as a financial consultant for Asset Strategy Advisors, LLC, a registered investment advisory firm, since June 2024. This activity is investment-related.