Paul Wilkin is a CFA, CFP-designated registered investment advisor at Smi Advisory Services, LLC, based in Columbus, IN, with 11 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,083 clients with $950M 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 $250K | 1.00% |
| $250K - $1000K | 0.95% |
| $1M+ | 0.85% |
Fees include transaction costs. If SMI invests your account in an ETF where SMI is the investment advisor, the fee will be reduced by the revenue SMI receives from the ETF. Clients will pay any transaction charges incurred by accounts held away at other institutions.
Fee Estimator
Location
4400 Ray Boll Blvd., Columbus, IN, 47203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Smi Advisory Services, LLC
Previous Registrations
Hammond Associates
State Registrations1 state
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