Strategy Asset Managers L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The maximum hourly fee to be charged will not exceed $400.”

Flat or project fee

$1,500⁠-⁠$20,000

“Flat fees range from $1,500 to $20,000.”

Annual fee

$2,500/yr

“Client Referrals & Other Compensation Other Compensation Except for the arrangements outlined in Item 12 of this brochure, SAM receives a fee, less than $2,500 annually, for participating in a client’s investment committee and attending meetings.”

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

How Strategy Asset Managers L.L.C. bills

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

• “Despite the fee schedules listed below and applicable laws and regulations, SAM’s fees are negotiable based upon the degree of service offered and the fee schedules can be changed based upon the Firm’s discretion.”
• “If advisory fees are directly billed, payment in full is expected upon receipt of the invoice.”
• “The client must consent in advance to direct the debiting of his/her investment management account.”

How Strategy Asset Managers L.L.C.’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 11 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
• 13 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the California median of $6,250. 18% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 4 other planners in Pasadena that publish an annual fee charge less.

About Strategy Asset Managers L.L.C.

• Firm size: 10 employees.
• Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

598

Employees

10

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$930,077,850

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109939

Website

linkedin.com/company/strategy-asset-managers-llc- (opens in new tab)

Phone

(626) 657-0559

Can advise clients in 18 states: Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, Maine, New Jersey, Nevada, New York, Pennsylvania, Texas, Utah, Virginia, Washington

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

Compare all 35 planners in Pasadena