Assets Under Management
$1.0B
Number of Clients
947
Number of Advisors
19
Average Client AUM
$1.1M
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)
Stansberry Asset Management (SAM) offers discretionary investment advisory services to high net worth individuals. They invest client funds globally across asset classes, primarily in publicly traded equities and credit, guided by an opportunistic search for value. Clients receive custom portfolios tailored to their objectives and risk profiles.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
1600 Solana Boulevard, Building 8 Suite 8100, Westlake, TX, 76262