Jared Smallwood is a registered investment advisor at Smallwood Wealth Management, based in Red Bank, NJ, with 1 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 407 clients with $290M 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 $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
199 Broad Street, Red Bank, NJ, 07701
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
Jared is the Director of Rugby at Fordham University, where he manages the program and coaches.
Employment History
Current Registrations
Smallwood Wealth Management
State Registrations1 state
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.