Asset Allocation Strategies, LLC

Assets Under Management

$767.4M

Number of Clients

3,883

Number of Advisors

41

Average Client AUM

$198K

AUM per Advisor

$18.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Asset Allocation Strategies (AAS) offers discretionary and non-discretionary account management with various investment strategies. They also provide financial planning and consulting services to clients and plan sponsors. AAS uses model portfolios and third-party money managers. They assist with 529 plans but do not manage those assets.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

33335 Grand River, Farmington, MI, 48336

41 Advisors at this firm

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