Seattle Asset Management (SAM) offers investment management and consulting services. SAM creates customized investment strategies based on your financial situation, investment goals, and risk tolerance, documented in an Investment Policy Statement. Consulting services cover reviews of accounts not under SAM's management, investment advice, and other financial issues. SAM requires all restrictions to be in writing and accepted by SAM.
Assets Under Management$26M
Clients5
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 2.00% |
| $6.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees are negotiable for assets over $10 million for Equity/Balanced accounts. For Fixed Income accounts: - First $2 million: 0.50% - Next $2 million: 0.40% - Next $2 million: 0.30% - Above $6 million: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...