Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
213 clients
Average Client Portfolio
$427K average
Assets Under Management
$91.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $15.0M0.45%
$15.0M - $20.0M0.35%
$20M+0.30%

Fees are negotiable.

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

3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA, 17011

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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 Retirement Plan Consultants, LLC
October 2018 - Present · 7 yrs 4 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.