Adam Smetzer is a CFP-designated registered investment advisor at Sky Vision Wealth, LLC, based in Columbus, OH, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51 clients with $35M 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 $750K | 0.90% |
| $750K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
445 Hutchinson Ave., Suite 125, Columbus, OH, 43235
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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
Adam provides CPA and tax services through Adam J. Smetzer, CPA, since 2012. This activity takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Sky Vision Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Commonwealth Financial NetworkBroker
State Registrations2 states
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