Elizabeth Smoose
Elizabeth Smoose is a registered investment advisor at Cynosure Portfolio Advisors LLC, based in Salt Lake City, UT, with 15 years of industry experience. Elizabeth 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 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cynosure Portfolio Advisors' fees for managing your investments are negotiated and can be calculated in one of three ways:
- A percentage of the market value of your portfolio.
- A fixed annual amount.
- A percentage of the market value of your portfolio with a fixed annual minimum amount.
The percentage-based fee generally varies between 0.30% and 1.5% of the value of your portfolio.
Location
111 South Main Street, Suite 2350, Salt Lake City, UT, 84111
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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
Cynosure Portfolio Advisors LLC
Previous Registrations
Cynosure Group, LLC
Svb Wealth
Aj Wealth
Goldman Sachs & CO. LLCBroker
State Registrations3 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.