Mark Smith Financial Services (MSFS) manages investment portfolios and offers financial planning services. Financial planning can be comprehensive or limited in scope, covering areas like cash flow, college savings, retirement, and estate planning. MSFS acts as a legal fiduciary when providing investment advice for retirement accounts, meaning they are required to act in your best interest.
Assets Under Management$110M
Clients130
Advisors1
Avg. per Client$830K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Depending on the size of the client’s portfolio, MSFS may decide to charge an hourly rate instead of the monthly advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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