Jonathan Smith
Jonathan Smith is a registered investment advisor at Smith Partners Wealth Management, LLC, based in Greensboro, NC, with 13 years of industry experience. Jonathan 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 124 clients with $170M 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 $200K | 1.50% |
| $200K - $300K | 1.00% |
| $300K - $1.0M | 1.00% |
| $1M+ | 1.00% |
SPWM may negotiate or waive a fee at its discretion.
Fee Estimator
Location
128 E. Fisher Avenue, Greensboro, NC, 27401
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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
Smith Partners Wealth Management, LLC
State Registrations1 state
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