How do I get started?
To arrange a fee waived, no-obligation introductory meeting in person or virtually, go to the Contact tab. We welcome the opportunity to learn more about your goals and how we can help.
Do you need to have a certain minimum investment to get started?
Our philosophy is that small accounts grow to large accounts over time. The account minimum at ASG is $10,000 and we welcome investment management conversations with anyone interested in building financial independence.
How are you compensated?
We are fee-only fiduciaries and the only compensation we receive is from our clients. We do not sell anything or make commissions of any kind. We have minimized or eliminated any conflicts of interest and therefore our loyalty to our clients is placed above all other interests.
How can I partner with you?
We offer hourly consulting services and comprehensive portfolio management.
Do you work with clients outside of Colorado?
Yes, we have clients in many states across the United States. All states have different licensing and registration requirements, and we can let you know if we are able to help you in your state.
What should I bring to the introductory meeting?
Consider bringing or having available a list of your assets and debts, portfolio statements from any investments or retirement plans and recent tax returns. Any other information you think we should know about as we develop a financial and investment plan with you.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Asset Strategies Group, LLC. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Asset Strategies Group, LLC, a Registered Investment Advisor in the State of Colorado. The content on this website is for informational purposes only and should not be used to make any financial decisions. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Images and photographs are stock photos. None of them are photographs of current or former clients.
