ASI Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ASI Wealth Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, offering ongoing investment supervisory services and written investment policy statements alongside hourly financial planning. The firm manages client portfolios using mutual funds, equities, bonds, fixed income and ETFs, and may refer clients to third-party advisers when appropriate.
ASI describes a multi-method investment approach that combines charting, fundamental, technical and cyclical analysis and employs both long- and short-term trading while documenting client risk profiles in an Investment Policy Statement. The firm reports both discretionary and non-discretionary assets on its Form ADV (for example, $13,844,000 discretionary and $6,726,000 non-discretionary as of 12/31/2017) and conducts at least quarterly reviews of accounts.
Compared with many peers, ASI discloses business relationships and potential conflicts that are less common: a principal is a licensed insurance agent who may offer commissionable insurance products, the firm may direct clients to a specific co-adviser (Andbanc) and receive a negotiated fee share, and it maintains a notable portion of assets managed on a non-discretionary basis. The brochure also discloses a 2014 regulatory consent related to alleged unregistered broker-dealer activity involving a firm principal.
Client services
Expertise
Fee options
$0 - $3,999,999.99: 1.00% annually (Fixed Income investments) $4,000,000 - $6,999,999.99: 0.90% annually (Fixed Income investments) $7,000,000 - $10,999,999.99: 0.80% annually (Fixed Income investments) $11,000,000+: 0.70% annually (Fixed Income investments) $0 - $3,999,999.99: 1.25% annually (Equity investments) $4,000,000 - $6,999,999.99: 1.15% annually (Equity investments) $7,000,000 - $10,999,999.99: 1.05% annually (Equity investments) $11,000,000+: 0.90% annually (Equity investments)
$350 per hour for financial planning services
Account minimum: $250,000 (may be waived)
Main office
Miami FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Asi Wealth Advisors · Asi Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Arthur K
Series 65, Series 66
Miami, FL
ASI Wealth Advisors LLC
Arthur Kulick is a financial advisor with ASI Wealth Advisors LLC in Miami, FL, holding Series 65 and Series 66 licenses and possessing 14 years of industry experience. He has been with ASI Wealth Advisors since 2012 and is also president of ASI Group. Kulick is a licensed insurance agent and occasionally offers insurance products to clients. ASI Wealth Advisors provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios tailored to client-specific Investment Policy Statements.
Pedro T
Series 65
Miami, FL
ASI Wealth Advisors LLC
Pedro Tinoco is a financial advisor at ASI Wealth Advisors LLC in Miami, FL, holding a Series 65 designation with 13 years of industry experience. He has been with ASI Wealth Advisors since 2016. ASI Wealth Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a multi-method investment approach that includes charting, fundamental, technical, and cyclical analysis. The firm manages both discretionary and non-discretionary assets and conducts quarterly account reviews.
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