Asset Exchange Strategies Franchise

Financial Industry

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At Asset Exchange Strategies, we help people realize their financial potential through self directed wealth building strategies. We train Franchisees to be financial counselors who educate clients about investment options, products and services. Specifically, we stress the benefits available through Self-Directed IRAs and Self-Directed 401(k)s, as allowed in the tax code. More options may include real estate, tax liens and private notes. Tax recovery and wealth strategies also play an important role. Asset Exchange Strategies clients, typically entrepreneurs, executives and business owners, enjoy the ability to use retirement funds to as investment assets. As an expert adviser, you help clients strategize their investments. We offer two franchise options Metropolitan and Micropolitan depending on the population of your exclusive territory. In addition, we offer initial and ongoing training, as well as, substantial support to get you going and help you succeed. Be your own boss and enjoy the benefits of owning your own business.

ABC INC

ABC-CO - NASDAQ

$129.55 USD
+0.25 (+0.20%)
$129.55
$129.55


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Please Note: The operators of Asset Exchange Strategies, may not have verified the accuracy of the Franchise information contained within this website. For accurate up-to-date information, investors are strongly recommended to visit the official Asset Exchange Strategies website.

How much does it cost to open a Asset Exchange Strategies Franchise ?

The investment required to open a Asset Exchange Strategies Franchise is between $53,700 - $177,500 . There is an initial franchise fee of $50,000 -$75,000 which grants you the license to run a business under the Asset Exchange Strategies name.

Individual Franchise Costs

  • Initial Investment:
    $53,700 -
  • Initial Franchise Fee:
    $50,000 - $75,000
  • Royalty Fee:
    $800 each IRA and $1250 each 401K plus %25 of Custodian Gross Income
  • Advertising Fee:
    Up to 2%
  • Term of Agreement:
    10 years

Expense In-House Third Party
Franchise Fee N/A N/A
Startup Costs N/A N/A
Equipment N/A N/A
Inventory N/A N/A
Accounts Receivable N/A N/A
Payroll N/A N/A

Training
Our outstanding training covers day-to-day operations, client services, product pricing, technology, and marketing. AES custom designed software includes bookkeeping, payroll, record processing, security and more.

Support
Consider our staff to be your back office. We are always ready to help find answers and provide solutions. Ongoing professional training several times a year at no cost to you. Marketing tools to help you attract new business.

Asset Exchange Strategies Growth History

When did the first Asset Exchange Strategies open? 2000
When did Asset Exchange Strategies start Franchising ? 2009

Year U.S.A. Canada International Corporate
2010 0 0 0 1

Strong sales and marketing Like to network Strategic planning Enjoy and work will with others Financially oriented career background


How much does a Asset Exchange Strategies Franchise owner make?

How much money you could make as a Asset Exchange Strategies Franchise owner depends on a wide variety of factors. As a business owner, your primary goals are to strive for high sales while keeping your oper_ating costs as low as possible while still maintaining quality products and service. The monthly oper_ating costs that you will incur as a Asset Exchange Strategies Franchise owner may include royalty fees, rent or mortgage, staffing, products, supplies, utilities, administrative costs and other things. Although your monthly oper_ating costs may vary from month to month, your start up costs are typically fixed and they will cover the majority of your initial oper_ating equipment, signage, and renovations.

Initial Investment
$50,000 - $177,500
Initial Franchise Fee
$50,000 - $75,000
Royalty Fee
$800 each IRA and $1250 each 401K plus %25 of Custodian Gross Income
Advertising Fee
Up to 2%
Term of Agreement
10 years

Sister Companies

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Legal Disclaimer: This information is not a franchise offering for Asset Exchange Strategies and should not be construed as such. The Franchise Mall makes every effort to maintain accurate franchise data but does not guarantee nor assume liability for incorrect data. We recomend that anyone seriously interested in pursuing a Asset Exchange Strategies franchise opportunity, review that franchise's Franchise Disclosure Document (FDD) with an attorney and accountant.