Smart Portfolios develops asset allocation strategies and manages investment accounts for individual clients. They offer different strategies and models based on a client's financial situation, goals, and risk tolerance. Smart Portfolios also provides financial planning and consulting services, including estate and insurance planning, either as part of investment management or as a separate service.
Assets Under Management$200M
Clients161
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $7.0M | 0.80% |
| $7.0M - $8.0M | 0.70% |
| $8M+ | 0.70% |
Fees are negotiable for accounts over $8 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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