ASSET ALLOCATION STRATEGIES, llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$767,431,598
Total clients
3,859
3% high-net worth
Total advisors
39
of 39 employees
Firm size
Multi Team
Average clients per advisor
99
Average account size
$198,868
Client services
Fee options
Financial planning flat fee minimum $500, maximum $15,000, includes hourly elements for complex cases
Up to 2% annually (negotiable, maximum 2%)
Commission-based compensation from affiliated broker-dealer for securities and insurance products separate from advisory fees
Up to $350 per hour for advisory services or financial planning
Account minimum: $25,000 initial deposit or $500/month in periodic contributions; accounts below these minimums considered on a case-by-case basis Fee-only: Flat fee for financial planning ranges from $500 to $15,000; hourly fees up to $350/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
ASSET ALLOCATION STRATEGIES, llc
33335 Grand River
Farmington MI 48336, United States
Number of offices
29
Quick links
Advisors at this firm
Robert L
Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Kyle T
Series 63, Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Robert D
Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Richard B
Series 65
Miami, FL
ASSET ALLOCATION STRATEGIES, llc
Indra A
Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Michael L
Series 63, Series 65
Wilton Manors, FL
ASSET ALLOCATION STRATEGIES, llc
Matthew W
Series 63, Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Benjimin J
Series 63, Series 65, Series 66
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
David S
Series 63, Series 65
Grand Rapids, MI
ASSET ALLOCATION STRATEGIES, llc
David B
Series 63, Series 65
South Haven, MI
ASSET ALLOCATION STRATEGIES, llc
Rocio E
Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Romonia L
Series 63, Series 65
Augusta, GA
ASSET ALLOCATION STRATEGIES, llc
Shoumya S
Series 63, Series 65
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Stefan R
Series 66
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
Connor B
Series 66
Farmington, MI
ASSET ALLOCATION STRATEGIES, llc
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