Swiss American Asset Management (SAAM) helps clients choose third-party money managers to manage their investments. SAAM monitors these managers and makes recommendations based on a client's financial situation, risk tolerance, and investment goals. SAAM receives a portion of the management fee charged by the third-party manager.
Assets Under Management$16M
Clients151
Advisors1
Avg. per Client$110K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.45% |
SAAM's fee is 1% of the client's total AUM calculated based on the average daily balance in the client's account. Clients also pay a separate advisory fee to the third-party manager, plus a $12 monthly technology fee. SAAM will combine households for accounts these fees. SAAM's fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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