Asset Strategy Consultants (ASC) offers investment advice to institutional investors and high-net-worth individuals. ASC provides services such as asset allocation analysis, investment policy creation, money manager searches, fee negotiation, and performance measurement. ASC also offers research on alternative investments. Clients retain control over investment decisions and must notify ASC of any changes in their financial situation or investment objectives.
Assets Under Management$5.2B
Clients72
Advisors6
Avg. per Client$72M
Avg. per Advisor$860M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees over $10 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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