Streeter, Moore & Stipe (SMS) is an investment advisory firm that provides a platform for its investment advisor representatives (IARs) to offer financial planning and personalized investment advice. SMS's IARs focus on building diverse portfolios of mutual funds, ETFs, and individual stocks and bonds. SMS offers both portfolio development and monitoring, and financial planning and consulting services. Clients can engage SMS to provide discretionary or non-discretionary investment advisory services.
Assets Under Management$190M
Clients297
Advisors3
Avg. per Client$650K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Certain accounts pay a higher fee that will not exceed 2.00% per annum. Fees are negotiable with your IAR and accounts within a household (as defined by SMS and/or the IAR) may be grouped together at our discretion to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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