Smith Advisory offers investment advice to help clients achieve their financial goals. They create portfolios using stocks, bonds, exchange-traded funds, and mutual funds. Portfolios are designed to meet specific investment goals and are reviewed and rebalanced based on individual needs. Smith Advisory aims to provide personal advisory services while meeting client objectives.
Assets Under Management$7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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