Michael Smith
Michael Smith is a registered investment advisor at Avidian Wealth Solutions, based in Houston, TX, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,873 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.
Location
800 Town & Country Blvd, Ste 220, Houston, TX, 77024
Get directionsHistory
Regulatory History (2)
Criminal
February 2024Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Michael is an owner of Avidian Insurance Agency.
Employment History
Current Registrations
Avidian Wealth Solutions
Previous Registrations
Wunderlich Securities, INC.
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.