MS
MS

Michael Lawrence Smith

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
6,631 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$13.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Location

2340 Woodcrest Place, Birmingham, AL, 35209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is an officer at Smith Baynard LLC, holding real estate rental property since January 2024. He dedicates minimal time to overall supervision of the property, as a management company handles the details.

Employment History
Current Registrations
First Horizon Advisors, INC
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Michael Lawrence Smith - Financial Advisor | TrueAdvisor