Michael Smith
Michael Smith is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Addison, TX, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
16633 N Dallas Parkway, Suite 525, Addison, TX, 75001
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 1997Other Business ActivitiesSells Insurance
Michael works as an insurance agent for Penn Mutual Wealth Strategies since 2011, dedicating about a quarter to more than half of his time to insurance sales and service. He also works as a financial advisor for Wealth Coordination Partners since January 2024, spending about a quarter of his time on financial planning.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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