Catherine Smith
Catherine Smith is a registered investment advisor at Lifetyme Financial Advisors, LLC, based in Scottsdale, AZ, with 6 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
LTFA acts as a co-advisor with Matson Money. Matson Money also charges a fee of 0.50% per year. The total fees will not exceed 1.49% annually. Fees are negotiable.
Fee Estimator
Location
14362 N. Frank Lloyd Wright Blvd., Suite 1240, Scottsdale, AZ, 85260
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 →Other Business ActivitiesSells Insurance
Catherine works as an insurance agent for LifetyMe Financial Group, LLC since 2019. This activity takes about half of Catherine's time.
Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
State Registrations7 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.