Asset Management Strategies

Wealth Management Firm in Fort Mitchell, KY

Firm Info
Address: 10157 Cedarwood Dr, Union, KY 41091, USA
Phone: (859) 384-8986

Firm Size
Assets Under Management: $157.5 million
# of Advisors: 8
# of Clients: 1,633
Client to Advisor Ratio: 204:1
Average Account Size: $96,421
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Asset Management Strategies, Inc. Overview

Asset Management Strategies, Inc. is a Fee Only registered investment advisory firm providing investment advice and financial planning services. Headquartered in Carmel, Indiana, the firm has been in business since 2016. As an insurance broker and agent, Asset Management Strategies provides personalized investment advice to help individuals and small businesses meet their financial goals. With a focus on financial planning and portfolio management, Asset Management Strategies offers a range of investment services to help clients grow and protect their wealth. Whether you're looking to build a retirement nest egg or save for a child's education, the firm can help you develop a customized investment strategy that fits your unique needs and goals. At Asset Management Strategies, the team understands the importance of providing transparent, objective advice that puts clients first. With a commitment to Fee Only compensation, the firm avoids conflicts of interest and always acts in the best interest of its clients. Whether you're just starting on your investment journey or are looking for a trusted partner to manage your wealth, Asset Management Strategies can help you achieve financial success.

ASSET MANAGEMENT STRATEGIES, INC. serves a diverse range of clients, including both high-net-worth individuals and those seeking guidance for managing their personal finances. The firm also caters to institutional clients, such as non-profit organizations and corporations. Regardless of the client's background or financial situation, the team at ASSET MANAGEMENT STRATEGIES, INC. works diligently to understand their unique needs and goals, guiding them towards the best investment strategies. In terms of fee structures, ASSET MANAGEMENT STRATEGIES, INC. offers a variety of options to suit the client's needs. Depending on the service provided, the firm can charge a percentage of the assets under management (AUM), an hourly fee, or a fixed fee. The percentage of AUM fee structure is a common approach used by investment advisors, and is calculated as a small percentage of the assets under management, generally around 1%. An hourly fee structure is used for services such as financial planning, where the firm charges an hourly rate for the advisor's time. Lastly, fixed fees are useful for one-time services, such as estate planning or tax preparation, and are charged as a set amount. This range of fee structures allows ASSET MANAGEMENT STRATEGIES, INC. to create personalized plans that align with their clients' investment goals and budget.

Typical Clients, Fee Structures & Investment Minimum

According to ASSET MANAGEMENT STRATEGIES, INC.'s Part 2 Brochure, there is currently no minimum account size or minimum annual fee required to invest with them. This means that investors can invest any amount of money they choose, regardless of how small it may be, without having to worry about meeting a certain investment threshold. However, it's important to note that investment minimums can change at any time, so it's always best to check with the firm or consult their most recent disclosure documents to stay informed.

How This Office Can Help Fort Mitchell, KY Residents

Asset Management Strategies provides clients in Fort Mitchell, KY with customized financial solutions to help them meet their long-term goals. With an in-depth knowledge of the local economy and market, AMS is equipped to guide clients through challenging financial situations, such as retirement planning or wealth management. For someone living in Fort Mitchell, KY, they may be facing unique financial challenges, such as a need for tax-efficient investments or managing inheritance issues. Additionally, some may be looking to implement a long-term care plan or want to ensure their assets pass to their loved ones according to their wishes. With Asset Management Strategies, clients in Fort Mitchell, KY can receive tailored advice and proactive financial planning to help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Asset Management Strategies, Inc., visit their Part 2 Brochure.

Services Offered by Asset Management Strategies, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Asset Management Strategies, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 10157 Cedarwood Dr, Union, KY 41091, USA
Phone (859) 384-8986
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat 8 AM–5 PM
  • Sun 8 AM–5 PM
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 11711 N COLLEGE AVE, SUITE 200, CARMEL, IN 46032, United States

This firm has no other locations.

State Registrations

Asset Management Strategies, Inc. is registered to service clients in the following states:

  • California
  • Illinois
  • Indiana
  • Maryland
  • Ohio

Disciplinary History

Asset Management Strategies, Inc. does not have any disclosures. Please visit it's Form ADV for more details.