Michael Smith is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in Austin, TX, with 13 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. Their firm serves 10,045 clients with $61B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
111 Congress Avenue, Suite 1830, Austin, TX, 78701
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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 Activities
Michael serves as a board member for Omni Courts, a non-investment related business, since October 2020, dedicating minimal time. He also has a financial interest in the business through Katy Trail PE, LP.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Previous Registrations
Venturi Private Wealth
Luther King Capital Management Corporation
Raymond James Financial Services Advisors, INC
Luther King Capital Management Corporation
State Registrations1 state
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