Wayne Smith
Wayne Smith is a CFP-designated registered investment advisor at Insight Wealth Partners, based in Plano, TX, with 31 years of industry experience. Wayne 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, Investment Management, and 2 more. Their firm serves 905 clients with $970M 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 | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.50% |
Schedule is for Traditional Portfolio Management. Synthetic Equity Portfolio Management has a different schedule: $0-$300K: 1.95%, $300,001-$1M: 1.75%, $1,000,001-$2M: 1.50%, $2,000,001-$3M: 1.25%, $3,000,001-$5M: 1.00%, $5,000,001-$10M: 0.75%, Over $10M: 0.50%. If insurance/annuity products are recommended and a commission is received, no advisory fees will be charged on those assets.
Fee Estimator
Location
3333 Premier Drive, Suite 800, Plano, TX, 75023
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Wayne is a managing member of 3333 Premier Properties, LLC, a commercial real estate management company. He also works as an insurance agent selling insurance products.
Employment History
Current Registrations
Insight Wealth Partners
Previous Registrations
Ameriprise Financial Services, INC.
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.