Michael Smith
Michael Smith is a CFP-designated registered investment advisor at Kiker Wealth Management, LLC, based in Jasper, GA, with 9 years of industry experience. Michael 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. Their firm serves 901 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kiker Wealth Management's annual investment management fee is a percentage of your portfolio's value, determined individually for each client. The maximum fee is 2% per year. Kiker Wealth Management may impose a minimum portfolio value or a minimum annual fee. Fees are payable quarterly in advance.
Location
788 W Church Street, Jasper, GA, 30143
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
Michael is an insurance agent selling term, whole life, and fixed insurance products. He dedicates minimal time to this activity during securities trading hours.
Employment History
Current Registrations
Kiker Wealth Management, 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.