Asset Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$97,674,545
Total clients
300
7% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
150
Average account size
$325,582
About
Asset Solutions serves individual and high‑net‑worth households, providing integrated financial planning, discretionary asset management, and implementation of third‑party mutual fund and ETF model strategies. The firm also offers trust services through a third‑party trust provider and conducts seminars and speaking engagements, including employer‑sponsored sessions for federal government employees.
The firm’s investment process begins with a fact‑finder and risk‑profile questionnaire to develop personalized accumulation or withdrawal strategies and target asset allocations. Portfolios are implemented primarily with no‑load mutual funds and SEI model portfolios, managed on a discretionary basis with periodic rebalancing and quarterly reporting.
Distinctive features include the firm’s regular delivery of seminars tailored to federal agency employees, a service reported by only a minority of peers, and its integration of SEI’s model and trust services into its advisory offering. The firm also combines in‑house discretionary management with third‑party model administration and custodial relationships to support implementation and client servicing.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 1.25% $100,001 - $200,001: 1.15% $200,001 - $300,000: 1.05% $300,001 - $400,000: 0.95% $400,001 - $500,000: 0.85% $500,001 - $600,000: 0.75% $600,001 - $700,000: 0.65% $700,001 - $800,000: 0.55% $800,001+: 0.45%
Advisory representatives are dually registered and may receive commissions for securities and insurance products through Gĕneos Wealth Management, Inc.
Hourly fees up to $150 per hour; $75 per hour for computer and administrative work
Minimum fee: Fixed fee ranges from $250 to $750 for planning services Fee-only: Financial planning fees are negotiable; fixed fees from $250 to $750; hourly fees $75 to $150 per hour
Main office location
Asset Solutions, Inc.
8441 West Bowles Avenue, Suite 225
Littleton CO 80123, United States
Number of offices
1
Most active in
Colorado · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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