Brenton Smith
Brenton Smith is a CFP-designated registered investment advisor at Minichmacgregor Wealth Management, LLC, based in Albany, NY, with 13 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 863 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MinichMacGregor Wealth Management's annual fee for managing your investments ranges from 0.50% to 2.50% of the value of your portfolio. The specific percentage depends on the amount of assets they manage for you. The fee is billed quarterly, in advance, based on the value of your account at the end of the previous quarter. In some cases, they may negotiate a lower fee.
Location
428 Sand Creek Rd, Albany, NY, 12205
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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
Brenton provides investment advice through Private Advisor Group, LLC, using Harbor Summit Financial, LLC and Inspire Wealth Group as business names, dedicating full-time hours to this. Brenton also sells insurance products as an independent agent, dedicating full-time hours to this separate business.
Employment History
Current Registrations
Minichmacgregor Wealth Management, LLC
Previous Registrations
Private Advisor Group, LLC
Del-Sette Capital Management, LLC
Voya Financial Advisors, INC.Broker
LPL Financial LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Ing Financial Partners, INC.Broker
AXA Advisors, LLCBroker
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.