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Strategic Asset Management LLC

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Total assets under management

$218,258,845

Total clients

231

32% high-net worth

Total advisors

10

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

23

Average account size

$944,843

Client services

Financial planning Portfolio management

Fee options

Fixed

Financial planning fees negotiated between $500 and $2,500 fixed fee.

Percentage

2.00% - may charge up to

Commissions

IARs may receive commissions from sale of mutual funds, variable annuities, and insurance products as licensed representatives or agents, separate from advisory services.

Other

Account minimum: No account minimum for any of SAM’s services

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Strategic Asset Management LLC

2434 Superior Drive Nw, Suite 101

Rochester MN 55901, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 888-526-8755

Advisors at this firm

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Wade J

Series 66

Iowa City, IA

Strategic Asset Management LLC
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Jonathan H

CFA®, Series 63

Minneapolis, MN

Strategic Asset Management LLC
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Nathan L

CFP®, Series 63, Series 66

Rochester, MN

Strategic Asset Management LLC
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Susan M

CFP®, Series 63

Rochester, MN

Strategic Asset Management LLC
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David W

Series 63, Series 66

East Dundee, IL

Strategic Asset Management LLC
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Monica M

Series 65

Iowa City, IA

Strategic Asset Management LLC
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David D

Series 63

Iowa City, IA

Strategic Asset Management LLC
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Kristen M

Series 65

St. Paul, MN

Strategic Asset Management LLC
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