Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management. The maximum annual fee is 2%, billed quarterly at 0.50%. For 3rd party money manager trading signals, the annual fee is 0.75%. SAM also receives solicitor fees from third-party money managers, typically 1.00%. Clients are responsible for third-party fees like custodian and brokerage fees. There is an additional $15 per quarter fee for services provided by ORION.
Areas of Practice
Advisor Information
Office location
1220 28th Avenue North, Fargo, ND, 58102
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Customer Dispute
February 2024Other Business Activities
Michael is the Chief Compliance Officer and Chief Operating Officer of Classic Asset Management LLC. He is also the Treasurer and President of Young Financial Services, Inc. and a Managing Member of Classic Holdings, LLC and Young Properties LLP, dedicating minimal time to the latter two.