Strategy Asset Managers (SAM) provides investment management and financial planning services. They offer institutional investment management, financial planning & consulting, and comprehensive portfolio management. Financial planning covers investment, retirement, estate (through Wealth.com), charitable, education, and tax planning. SAM also provides retirement plan consulting to employer plan sponsors. SAM uses third-party money managers and Pontera for held-away assets.
Fee Structure
Strategy Asset Managers offers Comprehensive Asset Management where they manage your investments and provide financial planning. The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable and deducted from client accounts. They also assess advisory fees on cash and cash equivalents held in client accounts.