Smallwood Wealth Management

Assets Under Management

$294.5M

Number of Clients

407

Number of Advisors

6

Average Client AUM

$724K

AUM per Advisor

$49.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Smallwood Wealth Investment Management provides portfolio management services based on client goals, objectives, and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, insurance products, equities, and ETFs.

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K1.55%
$750K - $2.0M1.35%
$2.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10.0M - $30.0M0.60%
$30M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location

199 Broad Street, Red Bank, NJ, 07701

6 Advisors at this firm