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Stephen Michael Smith

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,804 clients
Average Client Portfolio
$256K average
Assets Under Management
$462.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Charged separately
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Location

12012 South 700 East, Suite 100, Draper, UT, 84020

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Stephen is a general partner at Ollin Ventures, dedicating about 10-20% of his time to creating marketing content, event planning, investor relations, and preparing investor reports and documents since August 2022.

Employment History
Current Registrations
Navigate Private Wealth, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2017 - May 2018 · 7 mos
Charles Schwab & CO., INC.Broker
October 2017 - May 2018 · 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Stephen Michael Smith - Financial Advisor | TrueAdvisor