George Smith is a registered investment advisor at Smith Bruer, based in Tallahassee, FL, with 23 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, High Net Worth, Investment Management, and 2 more. Their firm serves 270 clients with $240M 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 | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
1700 Summit Lake Drive, Suite 102, Tallahassee, FL, 32317
Get directionsHistory
Regulatory History (1)
Regulatory
August 2007Other Business Activities
George is a board member for YoungLife, a Christian ministry to high schoolers, since 2014. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Smith Bruer
Previous Registrations
Partnervest Advisory Services LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Vestpoint Securities, INC.Broker
Nowtrade, CORP.Broker
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.