Asset Management Strategies, Inc.

Asset Management Strategies, Inc. is a financial planning and investment management firm founded in 2005, offering services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, providing services such as financial planning, tax planning, investment management, education funding, retirement planning, and estate planning. Clients have full control over their assets, with the firm placing trades under a limited power of attorney. The firm's investment strategy focuses on asset allocation using passively managed index and exchange-traded funds for market returns. Fees are based on a percentage of assets under management, with a tiered fee schedule. There is no minimum account size or minimum annual fee requirement. The firm does not offer performance-based fees or employ a wrap fee program. Clients receive periodic reviews and reports, and the firm maintains an information security program to protect client data. The firm's principal executive officer is Anthony Fiorillo, and the team includes advisors with various certifications and backgrounds in finance and business. The firm has no disciplinary history or bankruptcy petitions.