Chase Smith
Chase Smith is a registered investment advisor at Independent Financial Partners, based in New Smyrna Beach, FL, with 10 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
312 Julia Street, New Smyrna Beach, FL, 32168
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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.
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Chase is the owner of HighPoint Capital, LLC, a DBA for advisory services. He spends nearly full-time on this activity, with about half his time dedicated to trading.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Planmember Securities CorporationBroker
State Registrations1 state
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