Astra Wealth Partners Fees & Minimum

Overview

Headquarters: Jersey City, NJ
Total Firm Assets: $268 million
Average High-Net-Worth Client Portfolio Size: $3.1 million

Fee Disclosure

Source: AWP FORM ADV PART 2A DISCLOSURE BROCHURE (2026-03-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$3,000,000	0.90%
$3,000,001	and above	0.50%

Stated Minimum Annual Fee: $7,200

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$37,000	0.74%
$10 million	$62,000	0.62%
$50 million	$262,000	0.52%
$100 million	$512,000	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.50%
Number of High-Net-Worth Clients: 59
Total Client Accounts: 578
Discretionary Accounts: 575
Non-Discretionary Accounts: 3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 321136

AWP FORM ADV PART 2A DISCLOSURE BROCHURE (2026-03-25) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Astra Wealth Partners