Asset Strategy Advisors, LLC
Assets Under Management
$917.8M
Number of Clients
544
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$91.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Asset Strategy Advisors, LLC provides wealth management services to individuals and retirement plan consulting to corporate and non-profit institutions. Services include investment management, financial planning, insurance and estate planning, tax and cash flow planning, and retirement planning. They also offer automated advisory services through MyWealth HQ.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for over $10 million.
Fee Estimator
Fees for portfolio management are based on a percentage of assets under management, and are negotiable. The firm also charges hourly fees ($250-$400/hour) for specific one-time services and fixed fees for services like financial planning. Asset Strategy Advisors LLC receives an admin/service annual fee of 0.20% of the value of the client’s Flourish Cash account when a client participates in the cash management program offered through Flourish. This fee is deducted from the client’s overall APY. Fees, account minimums and payment terms are negotiable.
Areas of Practice
Location
24 Superior Drive, Suite 101, Natick, MA, 01760-1535