Michael Smith
Michael Smith is a CFP-designated registered investment advisor at Inspire Advisors, LLC, based in Dillsburg, PA, with 23 years of industry experience. Michael 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, Socially Responsible Investing. Their firm serves 3,536 clients with $1.3B 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 - $125K | 1.25% |
| $125K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Representative may select from multiple fee schedules (Schedules 1 through 8). Maximum advisory fee is capped at 2.50% annually. Separately managed accounts may carry additional platform fees of 0.35% or 0.55%.
Fee Estimator
Location
124 W. Harrisburg St., Dillsburg, PA, 17019
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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 ActivitiesSells Insurance
Michael is the Vice-President of Our Father's Hope, a non-profit organization supporting orphans and foster children, dedicating minimal time. He also owns FFF Holdings, LLC, managing residential and commercial properties, spending a few hours per week.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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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