Smart Money Group offers investment advice and asset management to individuals, trusts, retirement plans, and businesses. Services include portfolio management, financial planning, and consulting. As a fiduciary, Smart Money Group is legally required to act in the client's best interest. The firm also acts as a sub-advisor to an exchange-traded fund.
Assets Under Management$370M
Clients543
Advisors9
Avg. per Client$680K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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