Renee' Smith is a CFA-designated registered investment advisor at Hendley & CO. INC., based in Zanesville, OH, with 27 years of industry experience. Renee' operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 302 clients with $440M 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 | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and account minimums are negotiable in certain circumstances, taking into total family or entity relationships.
Fee Estimator
Location
822 Adair Avenue, Zanesville, OH, 43701
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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
Hendley & CO. INC.
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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