Strategic Asset Management LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“The negotiated fixed rate for creating client financial plans is between $500 and $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Strategic Asset Management LLC. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of SAM's fees within five business days of signing the Investment Advisory Contract.”
• “Upon notice of closure, a prorated amount will be refunded to the clients account for any unused managements fees if billed in advance.”
• “Clients may terminate the agreement without penalty, for full refund of SAM’s fees, within five business days of signing the Financial Planning Agreement.”

How Strategic Asset Management LLC.’s fees compare

• Its flat or project fee of $500-$2,500 is below the Minnesota median of $5,250. 11% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• None of the 3 other planners in Rochester that publish a flat or project fee charge less.

About Strategic Asset Management LLC.

• Firm size: 11 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

231

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$218,258,845

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306384

Website

strategicassetmgt.com (opens in new tab)

Phone

(888) 526-8755

Can advise clients in 5 states: Iowa, Illinois, Minnesota, North Carolina, Texas

Other planners in Rochester that publish fees

• Adviser Financial Group, IncRochester$175⁠-⁠$200/hr, $750⁠-⁠$3,000
• Fortress Financial Group, LLCRochester$1,500⁠-⁠$20,000, $1,500⁠-⁠$20,000/yr
• Mako Wealth GroupRochester$350/hr, Up to $25,000
• Superior Financial, LLCRochester$300/mo

Compare all 6 planners in Rochester