Smith Asset Management Group focuses on managing investments, primarily in equities, for clients. They use a team of portfolio managers and a model portfolio approach to ensure consistent management. The firm's investment objective is to exceed stock market benchmarks. They primarily serve public pension plans but may serve other types of clients in the future.
Assets Under Management$130M
Clients2
Advisors3
Avg. per Client$67M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated to a level lower than the maximum advisory fee schedule based on mandate size and client servicing requirements.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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