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
Craig is involved in several outside business activities. He works with Classic Asset Management, serves on a certification committee for seminary candidates, is a managing member and board member of Classic Holdings, LLC, and is an Investment Advisor Representative with Secure Asset Management.