Edward Smith
Edward Smith is a ChFC-designated registered investment advisor at Smith Capital Management, LLC, based in Loveland, OH, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 50 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Capital Management's annual fee for managing your investments ranges from 0.5% to 2% of the account value. The exact fee is negotiable and depends on the size and complexity of your account. The fee is paid quarterly.
Location
Loveland, OH
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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 →Other Business ActivitiesSells Insurance
Edward is an independent insurance agent representing several companies and selling fixed insurance products. He operates from his resident address.
Employment History
Current Registrations
Smith Capital Management, LLC
Previous Registrations
Ameritas Investment CORP
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.