Michael Smith is a registered investment advisor at Emerald Advisors, LLC, based in Bellevue, WA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 216 clients with $940M 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
For certain client holdings or account types, Emerald Advisors may apply discounted or otherwise negotiated fee arrangements that differ from the standard household fee schedule.
Fee Estimator
Location
3055 112th Ave Ne, Suite 206, Bellevue, WA, 98004
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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 →Other Business ActivitiesSells Insurance
Michael is a managing director at Emerald Advisors, LLC DBA The Smith Group Multi Family Office, focusing on wealth management and insurance sales/services, dedicating full-time hours to wealth management and a few hours per week to insurance. He also works as a contractor for E4 Insurance Services selling life, annuity, and health insurance, and is a board member for Seattle Children's Hospital Legacy Council.
Employment History
Current Registrations
Emerald Advisors, LLC
Previous Registrations
M. S. Howells & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.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.