Djuliarto Ng
Djuliarto Ng is a registered investment advisor at Smart Financial Group, LLC, based in Pittsburgh, PA, with 15 years of industry experience. Djuliarto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Smart Financial Group does not directly manage client assets. Instead, they refer clients to third-party investment managers, such as Gradient Investments. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually
- Tactical Portfolios: 1.80% annually
- Allocation & Defined Outcome Portfolios: 1.70% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
There is also a $300 annual flat fee for Client Directed Accounts. These fees are negotiable and assessed quarterly.
Location
606 Liberty Ave, 3rd Floor, Pittsburgh, PA, 15222
Get directionsHistory
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
Djuliarto is a sole proprietor operating as Smart Insurance Group, selling fixed insurance products. This activity takes approximately 30 hours a week and occurs during market hours.
Employment History
Current Registrations
Smart Financial Group, LLC
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.