Asset Strategy Retirement Plan Consultants, LLC
Assets Under Management
$91.0M
Number of Clients
213
Number of Advisors
4
Average Client AUM
$427K
AUM per Advisor
$22.7M
Compensation
Fee-Only (AUM)
About This Firm
ASRPC provides investment management services on a non-discretionary basis, including selection, monitoring, and review of portfolio assets. They offer pension consulting services to ERISA-covered clients. Investment strategies are generally long-term and utilize a buy and hold philosophy, using asset allocation to diversify.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
ASRPC charges an annual fee based on the total assets under management. These fees are negotiable. Clients are also responsible for third-party fees such as custodian fees and mutual fund fees. Clients may terminate their contracts at any time with written notice, receiving a prorated refund. There is no account minimum.
Areas of Practice
Location
3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011