John Smartt
John Smartt is a registered investment advisor at Patriot Investment Management Group INC, based in Knoxville, TN, with 22 years of industry experience. John 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, High Net Worth, and 4 more. Their firm serves 1,559 clients with $1.9B 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 $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees for amounts over $1,000,000 are negotiable. Household accounts may be combined for breakpoint discounts.
Fee Estimator
Location
3039 Kingston Pike #1, Knoxville, TN, 37919
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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 →Employment History
Current Registrations
Patriot Investment Management Group INC
Previous Registrations
Financial Counseling & Administration
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.
Exams
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