Asi Wealth Management & Consulting Services
Answer a few questions and
get matched with an advisor.
Learn more about Asi Wealth Management & Consulting Services
Overview
Asi Wealth Management & Consulting Services operates as an advisory firm based in Bend, Oregon. The firm has $1.5 billion in assets over 412 customer accounts, making it one of the largest firms in the nation by assets under management (AUM). The company has a small team, including 8 financial advisors. Asi Wealth Management & Consulting Services does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like options, bonds and stocks.
Asi Wealth Management & Consulting Services oversees the majority of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing client authorization. It also has 22 non-discretionary accounts totaling $614.6 million in assets under management. The investment advisory firm's average account size is $3.6 million. The typical advisor at Asi Wealth Management & Consulting Services administers about 52 client accounts, placing it towards the middle in terms of personalization.
Asi Wealth Management & Consulting Services's headquarters is at 15 Sw Colorado, Bend, Oregon 97702-1129. Asi Wealth Management & Consulting Services is legally permitted to serve customers throughout 7 states, including Arizona, California, Idaho, Montana, Oregon, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Asi Wealth Management & Consulting Services by the Numbers
$1.5 billion
17
412
$3.6 million
Products and Services
Asi Wealth Management & Consulting Services provides a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past fiscal year, it provided 51-100 of its clients with financial planning services. Asi Wealth Management & Consulting Services is not involved in selling products or offering services other than investment advice to its investment advisory clients.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on the type of services provided. Fee types billed by the firm likely are comprised of any blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different clients. Asi Wealth Management & Consulting Services provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 412 customers, Asi Wealth Management & Consulting Services's largest client is high net worth investors, although it also manages money for 194 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 47.09%
- Other Individuals - 42.72%
- Corporations - 7.52%
- Charitable Organizations - 2.67%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Asi Wealth Management & Consulting Services does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Asi Wealth Management & Consulting Services
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Seattle, WA
Bend, OR
Lake Oswego, OR
Bend, OR
Seattle, WA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.