Assets Under Management
$3.5B
Number of Clients
592
Number of Advisors
N/A
Average Client AUM
$5.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
ASM offers discretionary investment advisory services, managing equity, balanced, and fixed income portfolios based on client financial goals. They also act as a sub-advisor to independent RIAs and participate in wrap fee and UMA programs. Investment decisions are made by ASC's Investment Committee.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
505 Fifth Avenue, 17th Floor, New York, NY, 10017