Smedley Financial Services INC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$400M
Clients855
Advisors6
Avg. per Client$460K
Avg. per Advisor$66M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fees vary and are generally less than 2% of assets under management, as specified in the client agreement. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

6 Advisors at this firm