Thomas Smith and Associates (TSA) provides investment advice to wealthy individuals, managing their investments to meet their goals. TSA creates diversified portfolios, typically using individual stocks and exchange-traded funds (ETFs). TSA makes investment decisions for clients, but clients can request restrictions on certain investments. TSA does not receive income from any other sources other than the stated fees.
Assets Under Management$10M
Clients5
Advisors2
Avg. per Client$2M
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...