Shaylor Smith
Shaylor Smith is a registered investment advisor at Pro Capital LLC, based in Southlake, TX, with 2 years of industry experience. Shaylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 85 clients with $64M 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 $2.0M | 1.35% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
578 N Kimball Ave, Suite 120, Southlake, TX, 76092
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shaylor is a registered representative and investment adviser representative at Osaic Wealth. Shaylor is also a licensed insurance agent with Pro Capital Insurance Agency LLC.
Employment History
Current Registrations
Pro Capital LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations3 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.