Advisor at Strategic Asset Alliance
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Firm
Strategic Asset Alliance
Location
Seminole, FL
Credentials
Series 65
Industry experience
5 years
Nataniel Simon is a financial advisor at Strategic Asset Alliance with five years of industry experience. He holds a Series 65 designation and has been with SAA Advisors, Inc. dba Strategic Asset Alliance since 2013. The firm provides investment advisory consulting, fiduciary services, and participant education primarily to insurance companies, pension plans sponsored by insurers, governmental risk pools, and related entities. Strategic Asset Alliance focuses on model-based strategic asset allocation and peer-group benchmarking, delivering non-discretionary recommendations while clients retain final implementation authority.
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.
Seminole, FL
Florida · Texas · Washington
SAA Advisors, Inc. dba Strategic Asset Alliance
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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