Geoffrey Smarte
Geoffrey Smarte is a registered investment advisor at Advisory Services Network, based in Frankfort, KY, with 17 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
Frankfort, KY
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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
Geoffrey is a managing member of The Watchtower Group, LLC, an insurance agency, and spends minimal time on it. He also owns and manages several other entities including Smarte Valoren Capital Group, LLC, Smarte Capital Partners, LLC, and Smarte All Weather Portfolio L.P., dedicating minimal time to each.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Fisher Investments
AXA Advisors, LLC
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.