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Asset Management Strategies, Inc.

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Total assets under management

$207,398,966

Total clients

2,038

0% high-net worth

Total advisors

8

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

255

Average account size

$101,766

About

Asset Management Strategies, Inc. advises individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and also lists institutional clients such as banks or thrift institutions and investment companies. The firm offers personalized financial planning and investment management services — including cash‑flow, retirement and estate planning — and notes availability of IPO access and the use of non‑securities annuities or insurance on either a fee‑only or commission basis.

The firm manages approximately $207.4 million on a discretionary basis for about 2,038 client accounts and conducts regular quarterly reviews of accounts. Its primary investment approach emphasizes asset allocation with a trend‑following framework, implemented mainly through passive index funds and ETFs (and open‑ended fixed‑income funds when appropriate), with trades executed via discount custodians and institutional platform services.

What is distinctive for a team firm is the breadth of client types and business relationships disclosed: the brochure identifies relationships or client work involving banking or thrift institutions, accounting firms, insurance agencies, other investment advisers, and public entities, which is less common among peers. The adviser also operates with a high client‑count per advisor (well over 200 accounts per advisor) and several team members report additional business activities such as life‑insurance product sales and rental real estate.

Client services

Financial planning Portfolio management

Fee options

Fixed

Fees may be charged as a flat amount for specific services in certain circumstances

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%

Commissions

May receive commissions on non-securities annuities and insurance depending on client needs

Project-based

Fees may be charged per hour for specific services in certain circumstances

Other

Account minimum: No current minimum account size or minimum annual fee Minimum fee: Minimum annual fee is $0, may be waived or reduced based on circumstances Fee-only: Fee-only financial planning and investment management; may charge flat fees or hourly fees for specific services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Asset Management Strategies, Inc.

450 E. 96 Th Street, Suite 500

Indianapolis IN 46240, United States

Number of offices

3

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