Bradley Smith is a registered investment advisor at Smith & CO Advisory LLC, based in Franklin, TN, with 17 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 210 clients with $120M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
9000 Carothers Pkwy, Suite 100, Franklin, TN, 37067
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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 Activities
Bradley is a partner at Smith Wynd CPA, providing tax services, taking nearly full-time. He is also an owner of Smith Wynd & Co LLC, working as a transaction advisor a few hours per week, and an owner of Brad Smith CPA LLC, a management entity, dedicating about 10-20% of his time.
Employment History
Current Registrations
Smith & CO Advisory LLC
Westminster Financial Advisory CORP
Previous Registrations
Horter Investment Management, LLC
Piedmont Investment Advisors, LLC
Woodbury Financial Services, INC.
State Registrations17 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.
Exams
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