Wade Smith is a registered investment advisor at Cooper Mcmanus, based in Edmonds, WA, with 31 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
300 Admiral Way #201A, Edmonds, WA, 98020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wade is the owner of Rijawa LLC, a business asset holding company, since 2019, dedicating minimal time. He is also an Investment Advisory Representative at Cooper McManus since 2023, spending about 10-20% of his time, and a board member of French Quarter HOA since 2024, dedicating minimal time.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.