Asset Strategy Retirement Consultants, LLC (Natick)

Asset Strategy Retirement Consultants, LLC is a large advisory firm based in Natick. It manages $154.82 million of regulatory assets for 236 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

Asset Strategy Retirement Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Strategy Retirement Consultants: assets under management

The assets under management (AUM) of Asset Strategy Retirement Consultants, LLC is $154.82 million. The firm's AUM has grown by 184% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.98 million in discretionary accounts and $69.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.37 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Asset Strategy Retirement Consultants, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Asset Strategy Retirement Consultants, LLC

Clark Gregory Frese has been acting as President since 1 Feb 2006. Kent Allan Fitzpatrick joined the executive team most recently as the Member/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clark Gregory Frese	President	1 Feb 2006	50% - 75%	214135
Kent Allan Fitzpatrick	Vice president/chief compliance officer	1 Feb 2006	50% - 75%	1998842
Kent Allan Fitzpatrick	Member/chief compliance officer	1 Oct 2007	50% - 75%	1998842
Clark Gregory Frese	Member	1 Oct 2007	50% - 75%	214135

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Clark Gregory Frese	Member	1 Dec 2008	50% - 75%	214135

Based in Natick

The principal office where Asset Strategy Retirement Consultants, LLC performs its advisory services is located at 5 Commonwealth Rd., Suite 3 A, Natick, MA 01760 1526, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-235-4426 or by fax 781-222-3002. The normal business hours are 8:00am - 5:00pm on Monday - Friday.