St. Michaels Asset Management

Fee-Only (% of Portfolio)

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.

Assets Under Management$3.6M
Clients60
Advisors1
Avg. per Client$60K
Avg. per Advisor$3.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $25.0M1.50%
$25.0M - $100.0M1.00%
$100M+1.00%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm