Advisor at Asset Strategy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
Series 65
Industry experience
29 years
Bruce Hardy is a Series 65-licensed financial advisor with 29 years of industry experience. He is currently with Asset Strategy Advisors, LLC and also serves as President of PRI Financial Publishing, Inc., which provides a newsletter subscription service. In addition, he is President of Principal Resource, Inc., the holding company of PRI Financial Advisors, Inc. Asset Strategy Advisors, LLC serves individual clients, including high net worth households, and sponsor-level retirement plans. The firm offers wealth management, financial planning, and retirement plan consulting, managing approximately $918 million in client assets through individualized investment strategies and a mix of discretionary and non-discretionary services.
Based on Asset Strategy Advisors, LLC
Based on Asset Strategy Advisors, LLC
Fixed fees negotiated on a client-by-client basis, commonly for financial planning, with deposits typically 50% upfront
$0 - $2 million: 1.00% - 1.50% annually $2 million - $5 million: 0.75% - 1.25% annually $5 million - $10 million: 0.50% - 1.00% annually $10 million+: Negotiable
Some affiliated representatives may receive commissions on insurance and real estate products, which are separate from ASA advisory fees
Hourly fees range from $250 to $500 per hour for specific one-time services
Minimum fee: Minimum fee of $1,250 per quarter for retirement plan consulting services (subject to negotiation) Fee-only: Fees for advisory services are negotiable and generally based on assets under management, hourly fees, or fixed fees for specific services
14 West Plain St., Suite 201
Wayland, MA 01778-4470
Massachusetts
Asset Strategy Advisors, LLC
2020 - Present (6 years)
PRI Financial Advisors, Inc.
2002 - Present (24 years)
PRI Financial Publishing, Inc.
1998 - Present (28 years)
Principal Resource, Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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