Traditions Wealth Advisors offers holistic financial planning, wealth management, and customized investment management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. Founded in 2004 and led by Certified Financial Planner Brien L. Smith, the firm utilizes a strategic asset allocation approach with a core and satellite strategy, primarily investing in no-load institutional mutual funds and exchange-traded funds. Services cover retirement planning, tax strategies, cash flow management, insurance reviews, education funding, estate planning, and business planning. Clients collaborate with the firm on investment selections, maintaining asset control while granting limited trading power.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Minimum annual fee of $5,000 applies. Fees may be waived or negotiated based on client circumstances.