Cale Smith is a registered investment advisor at Bastion Fiduciary, based in Islamorada, FL, with 17 years of industry experience. Cale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 236 clients with $150M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Annual advisory fees are negotiable.
Fee Estimator
Contact
Cale Smith
Location
Islamorada, FL
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 Activities
Cale is the treasurer on the board of directors of Florida Keys Electric Cooperative, dedicating about 10-20% of his time to this role. He also serves as a director on the operating board of Mariner's Hospital in a voluntary, unpaid position.
Employment History
Current Registrations
Bastion Fiduciary
Previous Registrations
Islamorada Investment Management, LLP
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