Ian Smith
Ian Smith is a registered investment advisor at Assuredpartners Investment Advisors, based in Madison, WI, with 28 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
2501 West Beltline Highway, Suite 201, Madison, WI, 53713
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1996Other Business ActivitiesSells Insurance
Ian is an insurance agent at Stafford Financial Consulting Group, LLC since 2013, where he uses a DBA and spends about half his time.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
Ifp Securities, LLCBroker
LPL Financial LLCBroker
Harbour Investments, INC.Broker
Coordinated Capital Securities, INC.Broker
Baker Tilly Capital, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.