Astra Wealth Partners (AWP) offers comprehensive wealth management services, including portfolio management and financial planning. AWP manages investment portfolios based on clients' individual needs, risk tolerance, and financial goals. Financial planning services cover investments, retirement, insurance, tax, estate planning, and more. AWP also manages a private fund, Astra Enhanced US Equity Fund LP, for accredited investors.
Assets Under Management$200M
Clients126
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$68M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.50% |
Subject to a minimum annual fee based on complexity starting at $7,200. Fees and fee schedules are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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