Assets Under Management
$129.4M
Number of Clients
294
Number of Advisors
2
Average Client AUM
$440K
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Smith & Co Advisory LLC provides portfolio management services based on client goals, objectives, and risk tolerance. They also offer financial planning covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They may direct clients to third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
9000 Carothers Pkwy,, Suite 100, Franklin, TN, 37067