Claire Smith
Claire Smith is a CFP-designated registered investment advisor at Stablepoint Partners, LLC, based in Braintree, MA, with 11 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 481 clients with $800M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable for accounts over $10,000,000.
Fee Estimator
Location
45 Braintree Hill Park, Suite #402, Braintree, MA, 02184
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 ActivitiesSells Insurance
Claire engages in insurance sales in an individual capacity, which is investment-related and occurs at the same address. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Stablepoint Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Realty Capital Securities, LLCBroker
State Registrations2 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.