Maggie Smith is a registered investment advisor at Ia Network, LLC, based in Charlotte, NC, with 14 years of industry experience. Maggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 253 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IA Network charges a fee based on the value of your investments. The fees will generally not exceed 2.5% annually, but may be higher depending on the complexity and time required. Fees are negotiable and can vary from client to client. These fees do not include brokerage or transaction costs.
Location
210 N Church St, Suite 1905, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ia Network, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Allied Securities, 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.