Stansberry Asset Management, LLC
Assets Under Management
$1.0B
Number of Clients
947
Number of Advisors
19
Average Client AUM
$1.1M
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)
About This Firm
Stansberry Asset Management (SAM) offers investment advisory services on a discretionary basis to high net worth individuals. They invest client funds globally across asset classes, primarily in publicly traded equities and credit. SAM also provides financial planning services to individuals and families.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Typical fee structure for all strategies except Treasury. Certain client accounts may be grandfathered in at lower rates.
Fee Estimator
SAM charges an annual fee based on assets under management, billed monthly in arrears. For strategies other than the Treasury strategy, the fee is 1.50% on the first $1M, 1.25% on the next $4M, 1.00% on the next $20M, and 0.75% on amounts over $25M. For the Treasury strategy, the fee is 0.50% on the first $1M and 0.25% on amounts over $1M. Clients are also responsible for custodial charges, brokerage fees, and other investment expenses. SAM requires a minimum investment of $500,000 to open an account, but may waive this requirement at its discretion.
Areas of Practice
Location
1600 Solana Boulevard, Building 8 Suite 8100, Westlake, TX, 76262