Strategic Asset Management Group Advisors
Assets Under Management
$376.7M
Number of Clients
123
Number of Advisors
3
Average Client AUM
$3.1M
AUM per Advisor
$125.6M
Compensation
Fee-Only (AUM)
About This Firm
Strategic Asset Management Group Advisors offers discretionary asset management services through a wrap-fee program to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They manage some accounts themselves and utilize unaffiliated, third-party advisers as portfolio managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,001.
Fee Estimator
Strategic Asset Management Group Advisors charges an annual wrap fee based on a percentage of assets under management. The fee is 1.50% for assets between $1,000,000 and $2,500,000. Fees for assets above $2,500,001 are negotiable. The wrap fee includes transaction-related expenses, portfolio manager fees, and Pershing, LLC's transaction costs. Clients may be responsible for additional charges such as annual maintenance fees, statement delivery fees, and mutual fund expenses. The annual fee is billed quarterly in advance.
Areas of Practice
Location
2000 North Federal Highway, Suite 202, Pompano Beach, FL, 33062