Smith Group Asset Management provides equity investment advisory services. Smith Group manages investments for individuals, high net worth individuals, banking and thrift institutions, investment companies, corporate pension and profit-sharing plans, and other entities. Smith Group uses a team of portfolio managers and a model portfolio approach to manage client accounts, aiming to exceed stock market benchmarks.
Fee Structure
Smith Group charges a fee based on the market value of your portfolio. The specific fee is negotiated and can be lower than the maximum fee schedule. For some clients, the fee may be a combination of a percentage of your portfolio plus a percentage of the excess return over a benchmark. This performance-based fee may encourage the manager to take on more risk. Fees do not include brokerage commissions, transaction fees, or custodial fees.