Raymond Smith
Raymond Smith is a registered investment advisor at Smith, Brown & Groover INC. D/b/a Sbg Wealth Management, based in Macon, GA, with 44 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 469 clients with $280M 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 | 1.00% |
Fee Estimator
Location
4001 Vineville Avenue, Macon, GA, 31210-5039
Get directionsHistory
Regulatory History (6)
Regulatory
December 2024Regulatory
November 2024Customer Dispute
October 2019Customer Dispute
May 2019Customer Dispute
February 2019Regulatory
October 2000Other Business Activities
Raymond is involved in several outside business activities, including being affiliated with a tire stem manufacturer, serving as a board member for a student loan refinance company and Goodwill, and acting as trustee for multiple trusts. He also acts as power of attorney for an individual; these activities require minimal time commitment.
Employment History
Current Registrations
Smith, Brown & Groover INC. D/b/a Sbg Wealth Management
Smith, Brown & Groover, INC.Broker
State Registrations27 states
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.