Strategic Asset Management Group Advisors

Strategic Asset Management Group Advisors, Inc. is a registered investment adviser based in Fort Lauderdale, Florida, established in 2005. The firm offers personalized investment advisory services, including a Wrap-Fee Program and the selection of other advisers. The Wrap-Fee Program is designed to provide professional asset management for clients, with assets held at Pershing, LLC. Clients have discretion over their investments, with the portfolio manager or third-party adviser managing the portfolio based on predefined objectives and risk tolerance. Fees are based on a percentage of assets under management, with the fee payable quarterly in advance. The firm also offers non-wrap-fee accounts on a non-discretionary basis. Strategic Asset Management Group Advisors, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations, with a minimum account size of $1,000,000 for the Wrap-Fee Account. The firm's investment strategies include charting analysis, fundamental analysis, technical analysis, cyclical analysis, long-term purchases, and short-term purchases. Strategic Asset Management Group Advisors, Inc. does not have any reportable disciplinary information and does not vote proxies on behalf of clients. The firm prioritizes client privacy and maintains safeguards to protect personal information.