Strategic Asset Management (SAM) provides investment management services, purchasing and selling securities in client accounts. SAM works with clients to determine suitable investments and continuously monitors portfolios. SAM's clients are individuals with various account types, including taxable, IRA, Roth IRA, and 401(k) accounts.
Assets Under Management$4.7M
Clients18
Advisors1
Avg. per Client$260K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Relatives pay a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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