Setchfield Asset Management (SAM) offers a platform for clients to access model portfolios, sector rotation, and asset allocation strategies. SAM also provides portfolio management services, including assistance in selecting a portfolio manager, ongoing evaluation and review of managers and portfolio composition, and active portfolio management. SAM tailors its advisory services to individual client needs, considering investment goals, experience, financial situation, and risk tolerance.
Assets Under Management$190M
Clients250
Advisors1
Avg. per Client$770K
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Setchfield Asset Management's fees range from 0.50% to 2.00% annually, based on the value of your portfolio. The specific fee will be outlined in your advisory agreement. Fees are deducted directly from your account at the end of each quarter.
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