Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
72 clients
Average Client Portfolio
$71.9M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Financial Plan Fee:$2,500 - $25,000
Hourly Rate:$150 - $300/hr

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
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

Six North Park Drive, Suite 208, Hunt Valley, MD, 21030

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Asset Strategy Consultants LLC
August 2006 - Present · 19 yrs 5 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Edwin Risdon Boyer - Financial Advisor | AdvisorDiscover