Michael Smith is a registered investment advisor at Smith, Michael, Glen, based in McKinney, TX, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Michael Glen Smith does not directly manage investments but recommends third-party portfolio managers. Michael Smith also offers non-discretionary portfolio management services. Michael Smith charges $275 per hour for services rendered, billed in arrears on a monthly basis in quarter-hour increments.
Location
McKinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a sole proprietor. The filing does not provide enough information to determine the nature of the business or if it involves insurance.
Employment History
Current Registrations
Smith, Michael, Glen
State Registrations1 state
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