Strategic Asset Management Llc.
Rochester, Minnesota
5.0
15 Reviews
Strategic Asset Management LLC., based out of Rochester, MN, is a reputable investment advisory firm with a strong local presence. Boasting over 220 individual clients, they currently manage an impressive $103,668,000 in assets. With three offices strategically located in the area, the firm is well-positioned to cater to the diverse needs of their clientele. Notably, Strategic Asset Management LLC. possesses extensive expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. As a testament to their proficiency in this space, all of the assets th...
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Assets Under Mgmt

$103.67M

Investment Professionals

6

Locations

2

% 401K & Individual

33%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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