CS
CFP
CS
CFP

Contey Fulinia Smith

5 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
34 clients
Average Client Portfolio
$393K average
Assets Under Management
$13.4M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

CS
Contey Fulinia Smith

Location

Buford, GA

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History

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.

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Other Business Activities

Contey is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial.

Employment History
Current Registrations
Motus Wealth
February 2022 - Present · 4 yrs
Origin Investment Advisory LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Elwood & Goetz
August 2021 - December 2021 · 4 mos
Truewealth Management
July 2019 - June 2020 · 11 mos
State Registrations3 states
CAGATX
Advisor
Exams
No exam information available for this advisor.
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Contey Fulinia Smith