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 63, Series 65
Industry experience
< 1 year
Edward Rosenau is a financial advisor with Asset Strategy Advisors, LLC, holding Series 63 and Series 65 credentials. He has over 14 years of experience working with Primerica Advisors and North2 South Consulting, LLC. Rosenau serves as treasurer for Arlington Independent Media, a nonprofit public access organization. Asset Strategy Advisors, LLC is an eight-advisor team managing approximately $918 million in client assets. The firm serves individual clients, including high net worth households, and sponsor-level retirement plans, offering a range of wealth management and retirement plan consulting services with both discretionary and non-discretionary investment strategies.
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
Primerica Advisors
2012 - Present (14 years)
North2 South Consulting, Llc
2012 - Present (14 years)
Primerica Financial Services
2012 - Present (14 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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CFP®, Series 63, Series 66
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CFP®, Series 65
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Curtin Financial Management, Inc.
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