Rita Hendrick-Smith
Rita Hendrick-Smith is a registered investment advisor at Altrius Capital Management, INC., based in Ner Bern, NC, with 14 years of industry experience. Rita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 512 clients with $720M 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 | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiated in special circumstances. Pension consulting services are charged an annual fee of 0.5%.
Fee Estimator
Location
Ner Bern, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Altrius Capital Management, INC.
State Registrations1 state
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