Jeffrey Smith
Jeffrey Smith is a CFP-designated registered investment advisor at North Shore Investment Consulting LLC, based in Wilmette, IL, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Middle Income, and 1 more. Their firm serves 103 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
NSIC may negotiate fees and account minimum balances at its sole discretion.
Fee Estimator
Contact
Jeffrey Smith
Location
1150 Wilmette Avenue, Suite E, Wilmette, IL, 60091
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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
North Shore Investment Consulting LLC
Previous Registrations
North Shore Investment Consulting LLC
State Registrations2 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.
Exams
Additional Information
Academic & Credentials