Asset Solutions, INC.
Assets Under Management
$89.0M
Number of Clients
285
Number of Advisors
2
Average Client AUM
$312K
AUM per Advisor
$44.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Asset Solutions, Inc. provides tailored advisory services, including financial planning, asset management, access to SEI's asset allocation platform, and seminars. They analyze clients' financial situations, create customized portfolios, and offer ongoing management. They primarily use mutual funds and work with Schwab Institutional for brokerage and custodial services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $300K | 1.05% |
| $300K - $400K | 0.95% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.75% |
| $600K - $700K | 0.65% |
| $700K - $800K | 0.55% |
| $800K+ | 0.45% |
Asset Solutions aggregates or households all of your managed accounts together to determine your quarterly fee. The above fee schedule is a blended fee schedule so that an account is charged a fee at each threshold.
Fee Estimator
Financial planning fees are negotiable, with hourly rates up to $150/hour and fixed fees ranging from $250 to $750. Asset management fees are based on a percentage of assets under management, as detailed in the fee table. These fees are calculated quarterly. Clients also pay transaction fees, custodial fees, and fund management fees. Fees are negotiable. Seminars are offered with fees up to $7,000.
Areas of Practice
Location
8441 West Bowles Avenue, Suite 225, Littleton, CO, 80123