Stansberry Asset Management (SAM) provides investment advisory services to high-net-worth individuals, managing their accounts with discretion. SAM invests globally across various asset classes, including publicly traded stocks and bonds, seeking value opportunities. Clients work with an advisor to create custom portfolios based on their objectives and risk tolerance. SAM also offers financial planning services to individuals and families, covering various areas of their financial situation, and may refer clients to other specialists.
Assets Under Management$1B
Clients947
Advisors22
Avg. per Client$1.1M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fee schedule for all strategies except Treasury. Treasury strategy fees: First $1M: 0.50%, Amounts over $1M: 0.25%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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