Smith Salley Wealth Management offers wealth management services that include financial planning, asset allocation advice, and portfolio management. Financial planning covers risk management, budgeting, retirement planning, education funding, investment portfolio design, insurance evaluation, tax strategies, and estate planning consultation. The firm manages investments on a discretionary basis.
Assets Under Management$2.9B
Clients1,129
Advisors17
Avg. per Client$2.6M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Smith Salley Wealth Management's fees are negotiable and can be up to 1.00% annually, potentially using a tiered fee schedule. The exact fee structure is in your agreement. Fees are billed quarterly based on the average daily balance. There is no minimum annual fee.
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