Undrea Smith
Undrea Smith is a registered investment advisor at East Valley Wealth LLC, based in Brookfield, WI, with 4 years of industry experience. Undrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 13 clients with $4.2M 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 $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be waived or imposed differently on any client.
Fee Estimator
Location
17335 Golf Parkway, Unit 550, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Regulatory
August 2014Other Business ActivitiesSells Insurance
Undrea is a director of an independent insurance agency. This activity is likely investment-related.
Employment History
Current Registrations
East Valley Wealth LLC
State Registrations2 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.