Christopher Smith is a CFP-designated registered investment advisor at Smith Securities LLC, based in Covington, LA, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.45% |
| $4M+ | 0.20% |
Fees are negotiable. The fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds in which the portfolio will be invested. As discussed above, the aggregate management fees charged by SSL and Matson Money will not exceed 1.45% annually.
Fee Estimator
Location
Covington, LA
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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
Smith Securities LLC
Previous Registrations
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
State Registrations3 states
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