ASB Capital Management (ASBCM) offers investment management services to individuals and institutions. ASBCM has two divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBREI). ASBIM manages equities and fixed-income securities. ASBREI focuses on real estate investments. ASBCM works with clients to develop investment programs tailored to their needs, considering factors like risk tolerance and return requirements. ASBCM also advises pooled investment vehicles.
Assets Under Management$33B
Clients82
Advisors18
Avg. per Client$400M
Avg. per Advisor$1.8B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee. This fee schedule is for individually managed balanced and equity accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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