Assets Under Management
$116.3M
Number of Clients
72
Number of Advisors
3
Average Client AUM
$1.6M
AUM per Advisor
$38.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
ASF provides customized portfolio management and financial planning services. Investment strategies are long-term focused, using mutual funds, ETFs, bonds, and individual securities. Financial planning covers investment, retirement, savings, and insurance needs. Clients are not obligated to implement recommendations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
6701 Democracy Blvd., Suite 300, Bethesda, MD, 20817