Jarryd Smith is a registered investment advisor at Harbor Light Planning, based in Royal Oak, MI, with 4 years of industry experience. Jarryd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Federal Employees, Financial Planning & Coaching, and 3 more. Their firm serves 72 clients with $110M 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 $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
An annual minimum fee of $600 will be applied if calculated management fees are insufficient to cover minimum fee, therefore an account with less than $60,000 will pay more than the stated fee.
Fee Estimator
Contact
Jarryd Smith
Location
Royal Oak, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Harbor Light Planning
State Registrations1 state
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