Strategic Asset Management (SAM) provides ongoing portfolio management based on your individual goals and risk tolerance. SAM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. SAM generally invests in mutual funds, fixed income, insurance products, stocks, ETFs, and non-U.S. securities. SAM may request authority to make trades without asking you first.
Assets Under Management$220M
Clients231
Advisors10
Avg. per Client$940K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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