Blair David Smith is a sole proprietorship offering asset management and financial planning services. For asset management, Blair Smith determines an investment strategy, recommends investments, and interfaces with broker/dealers. Financial planning services consist of investment recommendations. Services are tailored to individual needs and risk tolerance.
Assets Under Management$6M
Clients10
Advisors1
Avg. per Client$600K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.50% |
| $150K - $250K | 2.25% |
| $250K - $350K | 2.00% |
| $350K - $475K | 1.75% |
| $475K - $600K | 1.50% |
| $600K - $725K | 1.25% |
| $725K+ | 1.00% |
Fees are negotiable. Firm’s annual fee rates may be higher than industry standards and Client may be able to find similar services at lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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