Smallwood Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt. Smallwood generally advises on mutual funds, fixed income, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under Management$290M
Clients407
Advisors6
Avg. per Client$720K
Avg. per Advisor$49M
www.youtube.com/channel/ucboawsgq6r51p9h30rw_j1a ·smallwoodassociates.com ·www.youtube.com/@jumpingthewealthcurve
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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