George Smith is a CFA-designated registered investment advisor at Trusco Investment Management, LLC, based in Nashville, TN, with 10 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The Adviser may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where the Adviser deems it appropriate under the circumstances.
Fee Estimator
Location
2932 Foster Creighton Dr, Nashville, TN, 37204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a member of N3L Capital Management, LLC and N3L Capital Partners, LLC, both private fund related entities. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Trusco Investment Management, LLC
Previous Registrations
Tell-Tale Investment Advisors
State Registrations1 state
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