Smith Salley Wealth Management provides holistic wealth management services, combining comprehensive financial planning with ongoing portfolio management. Founded in 2003 and based in Greensboro, North Carolina, the registered investment advisor builds customized portfolios primarily using individual stocks and bonds, along with exchange-traded funds and alternative investments when appropriate. Smith Salley Wealth Management also offers basic tax preparation services through enrolled agents for clients enrolled in wealth management, and can assist with insurance product recommendations through third-party agencies. The registered investment advisor primarily serves individuals, high-net-worth individuals, corporations, trusts, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can be up to a maximum of 1.00% annually. Some clients may have legacy fee arrangements.