Asset Strategy Advisors provides wealth management services to individuals, including financial planning, insurance and estate planning, tax and cash flow planning, retirement planning, investment analysis, education planning, and performance reports. For institutions, they offer retirement plan consulting services. They also offer automated advisory services through MyWealth HQ.
Fee Structure
Asset Strategy Advisors' fees for managing your investments are based on a percentage of the assets they manage for you. The exact percentage varies depending on the amount you invest:
- $0 - $2 million: 1.00% - 1.50% per year
- $2 - $5 million: 0.75% - 1.25% per year
- $5 - $10 million: 0.50% - 1.00% per year
- Over $10 million: Negotiable
These fees are generally paid quarterly. Asset Strategy Advisors also receives an admin/service annual fee of 0.20% of the value of the client’s Flourish Cash account when a client participates in the cash management program offered through Flourish. This fee is deducted from the client’s overall APY. This fee is not negotiable.