Secure Asset Management (SAM) offers personalized financial planning and investment management services to individuals. SAM's advice covers financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. SAM is a fee-based firm and does not sell commissioned products. SAM may use third-party money managers and receives solicitor fees from them. SAM also offers pension consulting services to retirement plans.
Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.