Smith Asset Management Co., LLC offers personalized investment advice and portfolio management services. They work with individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Smith Asset Management tailors its investment advice to meet each client's needs and investment objectives, monitoring portfolio performance and rebalancing as needed.
Assets Under Management$280M
Clients776
Advisors2
Avg. per Client$360K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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