Razell Smart
Razell Smart is a registered investment advisor at Legacy Wealth Management, LLC, based in Orlando, FL, with 5 years of industry experience. Razell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 3,416 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.
Fee Estimator
Location
Orlando, FL
Get directionsHistory
Regulatory History (3)
Regulatory
May 2024Employment Separation After Allegations
November 2023Financial
April 2020Other Business ActivitiesSells Insurance
Razell places non-Prudential life insurance policies and owns Smart Financial Planning LLC for payroll and tax services. Razell also owns Strous LLC to perform payroll and bookkeeping services, dedicating minimal time to it.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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