Advisor at Asset Strategy Advisors, LLC
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Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
CFP®, Series 63
Industry experience
1 year
Jian Wei Fu is a CFP® with one year of experience, currently serving as an advisor at Asset Strategy Advisors, LLC. He has worked previously with Concorde Investment Services and Noble Club Financial Services LLC, and has a background in education consulting. Outside of his advisory role, Fu is active as a realtor and manages an insurance business owned by his spouse. Asset Strategy Advisors, LLC is an eight-advisor team managing approximately $918 million in client assets. The firm serves individual and high net worth clients as well as sponsor-level retirement plans, offering a range of wealth management and retirement 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
Concorde Investment Services
2026 - Present (1 year)
Asset Strategy Advisors LLC
2024 - Present (2 years)
Noble Club Financial Services LLC
2019 - Present (7 years)
Advanced Education Consulting Services LLC
2001 - 2019 (18 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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PFS™, Series 65
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CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
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