Assets Under Management
$50.2M
Number of Clients
183
Number of Advisors
4
Average Client AUM
$274K
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Asset Strategies, Inc. offers discretionary investment advisory services based on a percentage of assets under management. They also provide financial planning and consulting services on a stand-alone, fixed-fee or hourly basis. The firm primarily allocates client assets among individual equities, bonds, mutual funds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable depending on various factors.
4722 Main St., Lisle, IL, 60532