Strategy Asset Managers L.L.C.
Assets Under Management
$741.5M
Number of Clients
572
Number of Advisors
9
Average Client AUM
$1.3M
AUM per Advisor
$82.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategy Asset Managers provides institutional investment management, financial planning & consulting, comprehensive portfolio management, and retirement plan consulting. They utilize various investment strategies and offer individualized investment advice through their Comprehensive Portfolio Management service. The firm also uses third-party money managers and Pontera® for held-away assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.63% |
| $50M+ | 0.50% |
Fees are negotiable based upon the degree of service offered and the fee schedules can be changed based upon the Firm’s discretion.
Fee Estimator
Institutional Investment Management fees are based on a percentage of assets under management, with a maximum of 0.750% for the first $25 million, 0.625% for the next $25 million, and 0.500% thereafter. Comprehensive Asset Management fees will not exceed 2.00%. Financial planning and consulting are charged hourly (maximum $400/hour) or flat fees ($1,500 to $20,000). Retirement Plan Consulting fees will not exceed 1.00% of plan assets. Fees are negotiable and billed quarterly in advance.
Areas of Practice
Location
790 E. Colorado Blvd, Suite 200, Pasadena, CA, 91101