St. Michaels Asset Management (SMAM) is an investment advisory firm that seeks to grow investors' capital by investing in undervalued stocks and bonds with promising earnings potential. SMAM focuses on large capitalization companies and companies with strong growth potential, both domestic and international. SMAM also invests from a socially responsible perspective, avoiding investments in munitions and tobacco. SMAM manages portfolios on a discretionary basis according to the client’s objectives.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $25.0M | 1.50% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are non-negotiable.