Jamie Smith
Jamie Smith is a registered investment advisor at Leigh Baldwin & CO., LLC, based in Buda, TX, with 14 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 682 clients with $290M 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 $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Traditional managed account schedule shown. Fees are subject to negotiation. Alternative programs like Dollar Investment Club charge 0.95% up to $500,000 and 0.75% above $500,000. Third-party manager fees in FMAX generally range from 0.25% to 0.50%.
Fee Estimator
Location
142 Cimarron Park Loop, Suite F, Buda, TX, 78610
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
Jamie owns multiple rental properties and is the marketing director/chief operating officer for Wealth Strategies, dedicating about 10-20% of their time to the latter. Jamie is also the manager/owner of JKCW Consulting LLC, an insurance sales/consulting business, but only handles bookkeeping and bill pay, dedicating minimal time to it.
Employment History
Current Registrations
Leigh Baldwin & CO., LLCBroker
First Financial Coaching, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Lincoln Financial Securities CorporationBroker
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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