Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
72 clients
Average Client Portfolio
$71.9M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees negotiable for accounts over $10MM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 North Park Drive, Suite 208, Hunt Valley, MD, 21030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Asset Strategy Consultants LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.