Jeffrey Smith
Jeffrey Smith is a registered investment advisor at The Retirement Smith LLC, based in Fredericksburg, VA, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 64 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees vary by portfolio strategy, ranging from 1.00% to 1.75% annually. Fees are assessed quarterly in arrears. A $15 quarterly service fee applies per account or strategy. Fees are negotiable.
Fee Estimator
Location
541 William St., Suite B, Fredericksburg, VA, 22401
Get directionsHistory
Regulatory History (3)
Financial
October 2017Regulatory
June 2010Regulatory
September 2009Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent and president of The Insurance Smith Agency LLC, selling life, annuity, and auto/home insurance, dedicating nearly full-time hours to this. He also owns Micah Creek Farm LLC, a land development business, spending minimal time on it.
Employment History
Current Registrations
The Retirement Smith LLC
Previous Registrations
Gradient Advisors, LLC
Sammons Securities Company, LLCBroker
Sunset Financial Services, INC.Broker
State Registrations1 state
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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