Lisette Smith
Lisette Smith is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in San Francisco, CA, with 18 years of industry experience. Lisette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 142 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGSF offers investment management services to individuals and institutions. The annual fee typically ranges from 0.35% to 1.10% of the value of your portfolio. The standard minimum annual fee for institutional clients is $30,000, or $15,000. For the WealthStep Portfolio program, the annual fee is 0.85% of assets. AGSF requires a minimum asset value of $100,000 for the WealthStep Portfolio program.
Location
44 Montgomery St. Suite 300, San Francisco, CA, 94104
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
Previous Registrations
Garnet Group LLC
Smith Rapacz, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.