Smedley Financial Services INC
Smedley Financial Services offers wealth management, investment strategies, and financial planning services. As an independent firm, they match products and solutions to each client’s unique situation. Their investment strategies focus on investment time horizon, diversification, and risk tolerance. The firm's advisor representatives are also licensed with Osaic Wealth, Inc. and may earn commissions.
Fee Structure
Smedley Financial Services offers investment management services where they continuously monitor your account and make trades when necessary. The annual investment management fee is either a percentage of the market value of your portfolio or a fixed fee, generally between 1.25% and 2.0%. The specific fee will be detailed in your investment advisory agreement. Fees may be negotiable.