Strongside Asset Management (SSAM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SSAM creates an Investment Policy Statement for each client. SSAM also offers financial planning services, including cash flow planning, investment planning, estate planning overview, life insurance evaluation, debt/credit planning, retirement planning, education planning, employee benefits review, and tax reduction strategies. More complex planning tiers include small business review, real estate cash flow analysis, Roth tax strategies, stock options review, early retirement strategies, retirement distribution planning, charitable giving, and Social Security strategies.
Assets Under Management$27M
Clients56
Advisors1
Avg. per Client$480K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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