Tracey Daigle is a CFP-designated registered investment advisor at Robinson Smith Wealth Advisors, LLC, based in South Portland, ME, with 9 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 4 more. Their firm serves 232 clients with $440M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
RSWA may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Contact
Tracey Daigle
Location
82 Running Hill Road, Suite 205, South Portland, ME, 04106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Robinson Smith Wealth Advisors, LLC
State Registrations1 state
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Exams
Additional Information
I am a Financial Advisor and member of Robinson Smith Wealth Advisors, LLC. I also serve as the firm’s Chief Compliance Officer and Service and Operations Manager. I have 20 years of professional experience including office management and business ownership. I have worked for over 8 years in the financial service industry and an additional 6 years in the banking industry. I earned a bachelor’s degree in history from the University of Southern Maine I hold the Certified Financial Planner™ and Investment Advisor Certified Compliance Professional® designations.