Strategic Asset Management Group Advisors offers personalized investment advisory services, including a wrap-fee program and the selection of third-party money managers. Strategic Asset Management Group Advisors works with both individuals and institutional clients such as pension plans, trusts, estates, and corporations. Through its wrap-fee program, Strategic Asset Management Group Advisors helps clients establish investment objectives and coordinates professional portfolio management through affiliated and third-party managers. Portfolios may include stocks, bonds, options, mutual funds, and money market instruments. Strategic Asset Management Group Advisors also assists clients with individual retirement account rollovers and evaluates suitability based on time horizons, risk tolerance, and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for accounts above $2,500,001.