Contey Smith is a CFP-designated registered investment advisor at Motus Wealth, based in Buford, GA, with 5 years of industry experience. Contey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 34 clients with $13M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Clients who have investment portfolio values of less than $1,000,000 will also be charged a supplemental fee of $250/month, billed quarterly, until their portfolio exceeds $1,000,000. Total fees charged by our firm will not exceed 3% of assets under management.
Fee Estimator
Contact
Contey Smith
Location
Buford, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Contey is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial.
Employment History
Current Registrations
Motus Wealth
Origin Investment Advisory LLC
Previous Registrations
Elwood & Goetz
Truewealth Management
State Registrations3 states
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