Blair Smith is a registered investment advisor at Smith, Blair, based in Carson City, NV, with 11 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $6M 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 $150K | 2.50% |
| $150K - $250K | 2.25% |
| $250K - $350K | 2.00% |
| $350K - $475K | 1.75% |
| $475K - $600K | 1.50% |
| $600K - $725K | 1.25% |
| $725K+ | 1.00% |
Fees are negotiable. Firm’s annual fee rates may be higher than industry standards and Client may be able to find similar services at lower rates.
Fee Estimator
Location
Carson City, NV
Get directionsHistory
Regulatory History (2)
Regulatory
June 2015Regulatory
November 2011Other Business Activities
Blair prepares tax returns. The filing does not specify the time commitment or whether this is investment-related.
Employment History
Current Registrations
Smith, Blair
State Registrations2 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.