Wade Smith is a registered investment advisor at Smith & Wyatt, based in College Station, TX, with 14 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 724 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith & Wyatt offers portfolio management services where they manage your investments for you. The annual fee ranges from 0.25% to 1.5% of your portfolio's value, depending on the size of your account and the custodian used. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. There may be a $600 initial account setup fee, which may be waived. Fees are negotiable.
Location
511 University Dr. E, Suite 210, College Station, TX, 77840
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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 ActivitiesSells Insurance
Wade is an independently licensed insurance agent since 2010, focusing on insurance sales. This activity takes about 10-20% of his time, with about half of that time occurring during trading hours.
Employment History
Current Registrations
Smith & Wyatt
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
C C F Investments, INC.Broker
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.