Tracey Daigle
Tracey Daigle is a CFP-designated registered investment advisor at Robinson Smith Wealth Advisors, LLC, based in South Portland, ME, with 9 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 9 more. Their firm serves 232 clients with $440M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and pre-existing relationships. The firm enforces a minimum annual fee of $7,500. Alternatively, some clients pay an annual fixed fee ranging from $7,500 to $50,000.
Fee Estimator
Contact
Tracey Daigle
Location
82 Running Hill Road, Suite 205, South Portland, ME, 04106
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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.
Learn about disclosures →Employment History
Current Registrations
Robinson Smith Wealth Advisors, LLC
State Registrations1 state
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Exams
Additional Information
I am a Financial Advisor and member of Robinson Smith Wealth Advisors, LLC. I also serve as the firm’s Chief Compliance Officer and Service and Operations Manager. I have 20 years of professional experience including office management and business ownership. I have worked for over 8 years in the financial service industry and an additional 6 years in the banking industry. I earned a bachelor’s degree in history from the University of Southern Maine I hold the Certified Financial Planner™ and Investment Advisor Certified Compliance Professional® designations.
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