We’re not just different.
We’re structurally better.
Experience a different kind of partnership, one that puts you first.
astra wealth management group
Banks & Broker Dealers
Fee Structure
Compensated by clients directly via transparent advisory fees, not commission from pushing products.
commission-based, product-driven fees may create conflicts.
Custody
Client assets are held with two trusted custodians, Fidelity and Schwab, with the ability to use outside third-parties for specific offerings.
You are captive to a single custodian and the services they do or do not offer.
Fiduciary alignment
Fiduciary standard, ethically obligated to put client interests ahead of personal and firm interests.
Suitability standard; recommendations align with broker interests.
Client relationships
You own your client relationships and the equity you build.
Client viewed as the “firm’s” client, not yours.
Investment flexibility
A limitless menu of investment options and custom allocations including broad opportunities in private equity, private debt, credit and real-estate.
Investment option and allocation limitations with internal approval processes.
Succession & legacy
You control your succession plan.
Exit options dictated by the firm, limited say in succession.
