Timothy Smith
Timothy Smith is a CFP-designated registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 29 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 431 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, billed monthly in arrears based on the average daily balance. Fees are negotiable.
Fee Estimator
Location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064
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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 ActivitiesSells Insurance
Timothy is a licensed insurance agent and partial owner of Granite Harbor Group insurance affiliate, dedicating about 10-20% of his time to this activity. He is also a limited partner in Yalumba Partners, LP, a real estate partnership, and involved with the Reserve at Sugar Tree POA and Ronald McDonald House Charities, spending minimal time on each.
Employment History
Current Registrations
Granite Harbor Advisors, INC.
Previous Registrations
Lion Street Advisors, LLC
AXA Advisors, 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.
Exams
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