Assets Under Management
$368.9M
Number of Clients
543
Number of Advisors
10
Average Client AUM
$679K
AUM per Advisor
$36.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Smart Money Group offers asset management and investment consulting services to individuals and other clients. They provide portfolio management, financial planning, and consulting services. They may also refer clients to third-party money managers. The firm acts as a sub-adviser to an actively-managed exchange-traded fund (ETF).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Specified rate applies only to assets in that tier. Fees are negotiable.
106 South Seaman, Eastland, TX, 76448