Asset Investment Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
23
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$0
About
Asset Investment Solutions, LLC is a small independent advisory firm that provides financial planning and refers clients to third-party investment advisers for portfolio management. The firm serves individuals and high‑net‑worth clients and monitors client assets that are managed by recommended third‑party advisers (approximately $2.34 million as of the most recent filing).
The firm’s investment approach emphasizes tailored asset allocation models based on client goals, risk tolerance, and time horizon, developed through interviews and questionnaires and implemented using diversified exposures across equities, fixed income, international, and cash equivalents. Implementation and trading are handled by the recommended third‑party advisers rather than by the firm, with the adviser maintaining a monitoring and annual review role and recommending rebalancing as needed.
Noteworthy aspects include that the firm’s owner is also a licensed insurance agent and solicitor for outside ventures, activities that generate commissions or referral fees and are disclosed as potential conflicts of interest. It is also atypical among peers in that the firm does not directly provide portfolio management for individual accounts, instead acting primarily as a planner and overseer of third‑party managers.
Client services
Expertise
Fee options
Fixed fee ranges from $495 to $5,000, negotiable
1.00% annually
$200 per hour, negotiable
Main office location
Asset Investment Solutions, LLC
Fort Mill SC, United States
Number of offices
1
Most active in
North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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