Reid Smith is a CFA-designated registered investment advisor at David Wendell Associates, INC., based in Portsmouth, NH, with 18 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $1.3B 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 $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Location
1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904
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
Reid is a director at Borden Mining Co., a business that leases land, collects mining royalties, and owns a $30 million investment portfolio. This activity is not investment-related.
Employment History
Current Registrations
David Wendell Associates, INC.
Previous Registrations
R M Davis INC
David Wendell Associates, INC.
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.