Smith & Howard Wealth Management offers financial planning, which can be a stand-alone service or combined with ongoing portfolio management. They develop a financial outline and investment plan based on your goals and risk tolerance. They manage investment portfolios on a discretionary basis, and may recommend separate account managers. They also provide retirement plan consulting services.
Assets Under Management$730M
Clients217
Advisors6
Avg. per Client$3.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Balance over $10,000,000 is negotiable. Minimum annual fees may apply. Exceptions to the fee schedule may be made at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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