Strategic Asset Management offers personalized portfolio management and financial planning services. The firm builds long-term investment strategies tailored to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of mutual funds, fixed income securities, exchange-traded funds, equities, and annuities. In addition to managing investments, Strategic Asset Management creates financial plans covering areas such as retirement, taxes, college savings, and insurance. The firm operates as a registered investment advisor based in Rochester, Minnesota, and serves individuals, business owners, trusts, and retirement plans without requiring a minimum account size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable and billed quarterly in advance.