Smithbridge Asset Management provides financial planning and investment management services. Smithbridge manages investments for individuals, trusts, estates, charitable organizations, profit sharing and pension plans, and endowment funds. Smithbridge manages each client’s account individually, according to the client’s particular goals and guidelines. Client portfolios may include individual stocks, bonds, real estate investment trusts, mutual funds, master limited partnerships, certificates of deposit and exchange traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000. Fees may also differ based on the individual strategy the client’s assets are invested in as well as the total assets in the account. Former Morris Capital Advisors, LLC fees are based on the following schedule: For portfolios invested in individual equity securities: 1.250% annually on assets up to $250,000 1.125% annually on assets from $250,000 to $500,000 1.000% annually on assets over $500,000. For portfolios invested in the Diversified Income Strategy of mutual funds, ETFs, REITs, and MLPs: 0.25% annually on assets under management. For portfolios invested in individual bonds, or mutual funds: 0.625% annually on assets under management.