Strategic Asset Management Group Advisors (SAMGA) offers a wrap-fee program where they manage client assets directly or through third-party advisors. SAMGA helps clients determine the suitability of the program, selects a portfolio manager based on the client's investment policy, and monitors the third-party advisor's performance. SAMGA also provides investment advice on the investment strategies of third-party advisors and may provide advice on any type of investment held in a client's portfolio.
Assets Under Management$380M
Clients123
Advisors3
Avg. per Client$3.1M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...