Strategic Asset Management

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Frequently Asked Questions about Strategic Asset Management.

How is Strategic Asset Management compensated?

Strategic Asset Management is a ‘fee-only’ advisor. This means all of its compensation on a client’s account is derived from fees the client pays directly to Strategic. Strategic does receive occasionally receive compensation from other parties in the process of managing clients’ accounts (soft dollars, 12b-1 fee refunds). Any compensation from other parties is refunded back to the client.

What is your fee structure?

Strategic’s fee structure is as follows:

first $62,500, 2.5% of assets 

plus

 0.5% of assets above $62,500,

The fee is on an annual rate and due at the beginning of the quarter for services rendered.

Are there any other fees involved and/or termination fees?

No, if a client wishes to end the relationship with Strategic a letter to that effect is all that is required. A pro-rata refund of the fees for that quarter will then be refunded.

Strategic does work on an hourly basis as well, please inquire for more specifics. However you choose to retain Strategic, the charges will be clearly explain beforehand.

Can I see your form ADV (as required by the SEC)?

Sure here it is: 2005 ADV 2

What is your privacy policy

Here it is: privacy.htm

Do you have any other questions? Contact us at the email or phone number below