Michael Smith is a registered investment advisor at Savvy, based in Louisville, KY, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Louisville, KY
Get directionsHistory
Regulatory History (1)
Criminal
March 1989Other Business ActivitiesSells Insurance
Michael operates FLEX Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours. He is also an insurance agent for NexAnnuity, selling non-variable insurance, which requires minimal time.
Employment History
Current Registrations
Savvy
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Securian Financial Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
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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