David Smith
David Smith is a registered investment advisor at Hoffman Capital Advisors LLC, based in Cranberry Twp, PA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 370 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
1659 Rt 228, Suite 5, Cranberry Twp, PA, 16066
Get directionsHistory
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 Activities
David is an outside advisor for Hoffman Capital Advisors, LLC, meeting with clients to recommend investments and planning, dedicating a few hours per week. He is also a registered representative with Newedge Securities LLC.
Employment History
Current Registrations
Hoffman Capital Advisors LLC
Newedge Securities, LLC
Newedge Securities, LLCBroker
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations3 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.