Shehu Asset Management (S.A.M, LLC) provides financial planning and manages investment portfolios for individuals, small businesses, and institutional clients. Portfolios are managed with discretion and tailored to each client's risk tolerance. Investments typically include stocks and exchange-traded funds. S.A.M, LLC does not participate in wrap fee programs.
Assets Under Management$2.4M
Clients15
Advisors1
Avg. per Client$160K
Avg. per Advisor$2.4M
Fee Structure
Shehu Asset Management's fee is negotiable, ranging from 0% to 2% annually based on the value of your portfolio. Fees are assessed and billed at the end of each month. The fee for the first month is adjusted based on when your account was opened. You and S.A.M, LLC will decide whether fees are automatically deducted from your account or billed separately.
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