Asset Consulting Group, LLC
Assets Under Management
$753.6M
Number of Clients
161
Number of Advisors
21
Average Client AUM
$4.7M
AUM per Advisor
$35.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Asset Consulting Group offers general consulting services including investment policy creation/review, asset allocation, investment manager due diligence and monitoring, performance measurement and evaluation, efficiency reports, best practices reviews, and financial modeling. Services are tailored to individual client needs. They act primarily as an Investment Consultant.
Fee Structure
Fees are based on estimates of time, complexity, scope of services, travel, asset size, and number of portfolios. They can be structured as a percentage of assets under consultation or on a fixed fee basis and are negotiable. Project-based fees are also available. Clients are billed quarterly in arrears, and fees are prorated upon termination of services. The retainer fee covers consulting services only; clients bear all investment expenses.
Areas of Practice
Location
231 South Bemiston Avenue, 14th Floor, Clayton, MO, 63105