Michelle Smith
Michelle Smith is a registered investment advisor at Savant Wealth Management, based in New York, NY, with 39 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
545 Fifth Avenue, Suite 1108, New York, NY, 10017
Get directionsHistory
Regulatory History (2)
Regulatory
May 2017Customer Dispute
July 2008Other Business Activities
Michelle is the Treasurer and Co-Founder of The Ideal School of Manhattan since 2005, and a Board Member of Abilities First-NY since October 2023. These activities require minimal time commitment.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Source Financial Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Alexandra & James Advisory Services, LLC
Lebenthal & CO., LLCBroker
Alexandra & James CO.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.