Brandon Smith
Brandon Smith is a CFP-designated registered investment advisor at Professional Financial Management, INC., based in Bozeman, MT, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 152 clients with $270M 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 $500K | 0.85% |
| $500K - $1.5M | 0.65% |
| $1.5M - $3.5M | 0.45% |
| $3.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are not negotiable, but Professional Financial Management may waive its minimum fee and/or charge a lesser fee based upon certain criteria (e.g., employees or close relatives, type of assets, related accounts).
Fee Estimator
Location
945 Technology Blvd., Suite 102, Bozeman, MT, 59718
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 →Employment History
Current Registrations
Professional Financial Management, INC.
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.