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AS
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Amberlee Smith

&partners
5 Years of Experience
Jackson, MI
Broker
View SEC Summary
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Amberlee Smith is a registered investment advisor at &partners, based in Jackson, MI, with 5 years of industry experience. Amberlee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

2533 Spring Arbor Rd. Suite A, Jackson, MI, 49203

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amberlee works as a realtor for ERA Reardon Realty, selling residential homes and representing buyers since June 2022. This requires minimal time.

Employment History
Current Registrations
&partners
April 2025 - Present · 1 yr 6 mos
&partnersBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Private Client Services, LLCBroker
June 2017 - April 2021 · 3 yrs 10 mos
Invest Financial CorporationBroker
November 2016 - June 2017 · 7 mos
State Registrations7 states
COFLINMIOHSCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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