Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC is an investment advisory firm based in Massachusetts, established in 2007. The firm specializes in providing wealth management services to individuals and retirement plan consulting to corporate and non-profit institutions. Asset Strategy offers various advisory services, including Discretionary Investment Management, Non-Discretionary Investment Advisory, Retirement Plan Fiduciary Services, and Individual Wealth Management Services. The firm also partners with Pontera, a technology platform for managing client assets in retirement plans. Asset Strategy Advisors acts as a fiduciary, acknowledging a duty to act in clients' best interests. The firm's fee structure includes annual fees based on a percentage of assets under management, hourly fees, and fixed fees for services like financial planning. Clients have the option to engage in automated advisory services through MyWealth HQ and access competitive APY rates with elevated FDIC coverage through Flourish Cash. Asset Strategy Advisors does not charge performance-based fees and provides investment discretion for clients, allowing them to set restrictions on their accounts. The firm emphasizes client privacy and maintains strict confidentiality standards for personal information. For further inquiries regarding their privacy policy, clients can contact Asset Strategy Advisors at (781) 235-4426.