Asa Advisors, INC.
Assets Under Management
$10.4M
Number of Clients
36
Number of Advisors
1
Average Client AUM
$288K
AUM per Advisor
$10.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ASA Advisors provides discretionary and non-discretionary investment advisory and management services, along with project-oriented and ongoing financial planning. They also offer retirement plan consulting services to businesses. Services are tailored to each client's needs.
Fee Structure
ASA Advisors charges fees for investment advisory and management services quarterly, based on account size. There is a minimum advisory fee of $3,500, which may be waived or negotiated. Financial planning services are billed hourly ($250-$350/hour for professional staff, $75/hour for administrative staff) or at a fixed rate. Retirement plan consulting services have a minimum fee of $3,500, which is negotiable. The fees for Envestnet’s and the portfolio managers’ services are not negotiable.
Areas of Practice
Location
MO, United States