Sanders Smith Limited provides financial planning services for an hourly fee. These services include analyzing your financial situation and objectives to create a financial program. Sanders Smith may also provide investment supervisory services, guiding investment strategies without directly managing your assets. For investment management and securities transactions, clients must engage with Osaic Wealth, Inc., a separate entity.
Sanders Smith charges $250 per hour for financial planning and investment advisory services. Fixed fees can be negotiated based on the extent of services requested, but are based on a minimum billable hour at the $250 hourly rate.