Jeffrey Allred is a registered investment advisor at Smh Capital Advisors LLC, based in Fort Worth, TX. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 171 clients with $500M 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 $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $250.0M | 0.50% |
| $250.0M - $500.0M | 0.45% |
| $500M+ | 0.40% |
Fee schedule reflects the High Yield/Income and Total Return Income strategies. Other strategies have different schedules (e.g., AAA starts at 0.30%, Diversified Income at 0.70%, Unconstrained at 1.00%). Wrap programs and institutional clients may have different fee structures.
Fee Estimator
Location
4200 S. Hulen St., Suite 534, Fort Worth, TX, 76109
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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
Smh Capital Advisors LLC
State Registrations1 state
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Exams
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