Smith Partners Wealth Management (SPWM) offers investment advice and financial planning tailored to individual client needs. SPWM helps clients understand their risk tolerance and adjusts their investment strategies accordingly. SPWM uses index funds, ETFs, and individual stocks and bonds. An independent third-party assists with portfolio management, but SPWM retains responsibility for client relationships and suitability.
Assets Under Management$170M
Clients124
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$87M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,000
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
Your Portfolio Value
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Estimated Annual Fee
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