Asset Strategy Consultants LLC

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.