Smh Capital Advisors LLC

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Assets Under Management

$419.7M

Number of Clients

186

Number of Advisors

Average Client AUM

$2.3M

AUM per Advisor

$209.9M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

SMH Capital Advisors offers the SMHCI Program, a wrap fee program where clients invest in various strategies in exchange for an all-inclusive asset-based fee. They consider client's financial situation, goals, and risk tolerance when selecting a strategy. SMHCA may execute client transactions through its affiliated broker/dealer, SMH Capital Investments LLC.

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $5.0M	1.00%
$5M+	0.80%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment Management

Location

4200 S. Hulen St., Suite 534, Fort Worth, TX, 76109