David Smith is a CFP-designated registered investment advisor at Robinson Smith Wealth Advisors, LLC, based in Portsmouth, NH, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 232 clients with $440M 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 | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and pre-existing relationships. The firm enforces a minimum annual fee of $7,500. Alternatively, some clients pay an annual fixed fee ranging from $7,500 to $50,000.
Fee Estimator
Contact
David Smith
Location
One Harbor Place, Suite 12, Portsmouth, NH, 03801
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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 →Employment History
Current Registrations
Robinson Smith Wealth Advisors, LLC
Previous Registrations
Blackrock Financial Management, INC
Blackrock Capital Management, INC.
State Registrations2 states
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.
Exams
Additional Information
I am a Senior Financial Advisor and my firm’s Chief Investment Officer. I have more than 30 years’ experience in the financial services industry and hold the Certified Investment Management Analyst™ and Certified Financial Planner™ designations; I am a Managing Member of the firm.
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