Julianne Smith is a registered investment advisor at Secure Planning, based in Portsmouth, NH, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 515 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fees may be negotiable based on amount of assets under management, range of investments, complexity of client's financial circumstances, family accounts, and large person accounts.
Fee Estimator
Location
42 Middle Street, Portsmouth, NH, 03801
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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
Secure Planning
Secure Planning, LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
Ohio Savings Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
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