Advisor at Strategic Asset Alliance
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Daniel Smereck is a financial advisor with Strategic Asset Alliance, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Saa Advisors, Inc. since 2017 and with Strategic Asset Alliance since 2003. Strategic Asset Alliance provides investment advisory consulting, fiduciary services, and participant education primarily to insurance companies, pension plans sponsored by insurers, governmental risk pools, and related entities. The firm uses a model-based strategic asset allocation approach with peer-group benchmarking and commonly recommends index mutual funds and ETFs for implementation.
Based on Strategic Asset Alliance
Minimum fee: Fixed fees ranging from $35,000 to $250,000 annually for Investment Advisory Consulting Services; $25,000 annually for SAA Solutions (for assets up to $25 million, negotiable); Project Consulting Services fees range from $7,500 to $250,000 per project, negotiable. Fee-only: Fixed fee (annual or per project) consulting services as detailed above; no asset-based fees.
Camden, ME
Maine · Texas
Saa Advisors, Inc.
2017 - Present (9 years)
Strategic Asset Alliance
2003 - Present (23 years)
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Insurance agent
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Other specialized services
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