Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
215 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$403.2M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One Harbour Place, Suite 12, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
Clean regulatory record
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
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Equitable Advisors, LLC
May 2019 - December 2020 · 1 yr 7 mos
Equitable Advisors, LLCBroker
August 2018 - December 2020 · 2 yrs 4 mos
State Registrations2 states
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Advisor
Exams
No exam information available for this advisor.