Renee' Smith is a CFA-designated registered investment advisor at Hendley & CO. INC., based in Zanesville, OH, with 26 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, Retirement Planning. Their firm serves 305 clients with $450M 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 may be negotiable. Some clients may pay different amounts based on older fee schedules or relationships with the firm.
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
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