Kinta Smith
Kinta Smith is a CFP-designated registered investment advisor at Polymath Investments LLC, based in Century City, CA, with 15 years of industry experience. Kinta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 46 clients with $83M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
1999 Avenue of the Stars, Suite 1100, Century City, CA, 90067
Get directionsHistory
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 ActivitiesSells Insurance
Kinta works as an insurance agent in addition to providing investment advice. This activity requires minimal time commitment.
Employment History
Current Registrations
Polymath Investments LLC
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Larson Financial Securities, LLCBroker
Larson Financial Group, LLC
Aspiriant, LLC
State Registrations5 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.