Overview
- Headquarters
- Pompano Beach, FL
- Total Firm Assets
- $416 million
- Average High-Net-Worth Client Portfolio Size
- $5.6 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: STRATEGIC ASSET MANAGEMENT GROUP WRAP BROCHURE (2025-03-05)
· View brochure text
Latest filing: STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. ADV BROCHURE (2026-03-27)
· View brochure text
Latest filing: STRATEGIC ASSET MANAGEMENT GROUP WRAP BROCHURE (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 1.50% |
| $2,500,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 89.12%
- Number of High-Net-Worth Clients
- 66
- Total Client Accounts
- 404
- Discretionary Accounts
- 303
- Non-Discretionary Accounts
- 101
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 135832
- STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. ADV BROCHURE (2026-03-27) · View brochure text
- STRATEGIC ASSET MANAGEMENT GROUP WRAP BROCHURE (2026-03-27) · View brochure text
- STRATEGIC ASSET MANAGEMENT GROUP WRAP BROCHURE (2025-03-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗