Smedley Financial Services provides personalized investment management, financial planning, and retirement plan consulting. The firm specializes in helping retirees and pre-retirees create lifetime income plans designed to outpace inflation, manage risk, and preserve principal. Advisors work one-on-one with clients to build diversified portfolios using mutual funds, stocks, bonds, exchange-traded funds, and variable annuities, tailoring strategies to individual risk tolerances and time horizons. In addition to managing investments directly, Smedley Financial Services offers financial planning and consulting on a fixed or hourly fee basis, assists with retirement plan rollovers, and can refer clients to third-party money managers through platform partnerships.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees vary and are generally less than 2% of assets under management, as specified in the client agreement. Fees are negotiable.