Asl Financial, LLC

ASL Financial, LLC, established in 2002, is an SEC-registered investment adviser offering portfolio management services through the VISION2020 Wealth Management Platform. The firm, led by Renée M. Snow, provides continuous advice tailored to individual client needs, managing accounts on a discretionary or non-discretionary basis. The minimum initial investment for the Advisor Managed Portfolios Program is $50,000, with fees ranging from 0.80% to 2.50% based on assets under management. ASL Financial also offers financial planning services covering various areas such as tax, investments, insurance, retirement, and estate planning. Clients may engage in one-time or ongoing consulting services on specific financial matters. The firm operates as a fiduciary, acting in the best interests of clients, with no reportable disciplinary events. ASL Financial does not engage in performance-based fees and does not receive soft-dollar benefits. Clients have the option to select their own broker-dealers for implementing financial planning recommendations. The firm does not hold client assets but requires a qualified custodian for custody. Clients may grant discretionary authority for asset management, allowing ASL Financial to make investment decisions without prior client approval. The firm does not vote proxies on behalf of clients. ASL Financial maintains financial stability and has not been subject to bankruptcy proceedings.