Matthew Smith
Matthew Smith is a registered investment advisor at South Carolina Wealth Management Group, LLC, based in Columbia, SC, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $1.9M 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 $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
SCWMG may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where SCWMG deems it appropriate under the circumstances.
Fee Estimator
Location
Columbia, SC
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 Activities
Matthew works full-time as a Senior Trader for the State of South Carolina Treasurer's Office, managing the state's funds. He is also the President of theinvestar.com, LLC, dedicating minimal time, and personally owns real estate.
Employment History
Current Registrations
South Carolina Wealth Management Group, LLC
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.