Steven Smith
Steven Smith is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in Washington, DC, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
1201 F Street - NW, Suite 900, Washington, DC, 20004
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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 Activities
Steven serves as a trustee for three private trusts: Nathan Krutilla Grandchild Trust, Isabella Krutilla Grandchild Trust, and Emmeline Owen Levy Grandchild Trust, all beginning in November 2024. This activity is related to his role under CIBC Private Wealth Advisors.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ust Securities CORP.Broker
Ust Financial Services CORP.Broker
First Union Brokerage Services, INC.Broker
State Registrations50 states
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