Asb Capital Management LLC
Assets Under Management
$32.9B
Number of Clients
82
Number of Advisors
18
Average Client AUM
$400.8M
AUM per Advisor
$1.8B
Compensation
Fee-Only (AUM)
About This Firm
ASB Capital Management LLC offers discretionary investment advice for strategies in equities, fixed-income securities, and real estate investments. They work with clients to develop investment programs tailored to their financial needs and objectives. The firm is divided into ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBREI).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.
Fee Estimator
ASBCM's advisory fees are based on a percentage of assets under management, as detailed in the client's investment management agreement. Fees are invoiced monthly or quarterly in arrears. Clients invested in certain funds or with custody at CCTC may have fees deducted from their account or be invoiced directly. The fee schedule may be subject to negotiation. Smaller accounts may be subject to a minimum annual fee. ASBIM clients will also pay brokerage expenses. Real estate expenses are borne by the ASBREI Funds or the client.
Areas of Practice
Location
7501 Wisconsin Avenue, West Tower, 13th Floor, Bethesda, MD, 20814