Asset Strategies, INC
Assets Under Management
$50.2M
Number of Clients
183
Number of Advisors
4
Average Client AUM
$274K
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Asset Strategies, Inc. offers discretionary investment advisory services based on a percentage of assets under management. They allocate assets among equities, bonds, mutual funds, and ETFs. Financial planning and consulting services are also available on a stand-alone fee basis. The firm may engage sub-advisors and recommends Charles Schwab as custodian.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable depending on various factors.
Fee Estimator
Investment advisory fees are negotiable, generally between 0.75% and 1% annually, based on portfolio size. For the first $500,000, the fee is 1.00%, and for amounts over $500,000, it's 0.75%. Financial planning fees range from $2,000 to $7,500 annually per million dollars of assets under management, or $200-$500 per hour. The firm generally requires a minimum asset level of $250,000 for investment advisory services. Fees are negotiable depending on various factors.
Areas of Practice
Location
4722 Main St., Lisle, IL, 60532