Brien Smith is a CFP-designated registered investment advisor at Traditions Wealth Advisors, LLC., based in College Station, TX, with 30 years of industry experience. Brien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 65 clients with $89M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Full-time employees and family members of full-time employees will not be subject to a management fee.
Fee Estimator
Contact
Brien Smith
Location
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX, 77845-5037
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brien is the owner of Spirit Fiduciary Partners, an asset management firm for churches, private entities, and non-profit foundations, dedicating about 10-20% of his time to this. He also owns Spirit Stewardship Ministries, which provides financial stewardship education, spending a few hours per week on this activity.
Employment History
Current Registrations
Traditions Wealth Advisors, LLC.
Previous Registrations
Traditions Wealth Advisors, LLC.
Carter Advisory Services, INC
State Registrations2 states
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