SMI Advisory Services manages investments for individuals through separately managed accounts (PMAs) and as the advisor to the SMI Family of mutual funds. SMI's investment approach is based on strategies from the Sound Mind Investing newsletter. Clients choose their strategy allocations, and SMI manages the portfolio accordingly. SMI does not allow clients to select their own securities.
Assets Under Management$950M
Clients1,083
Advisors7
Avg. per Client$880K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1000K | 0.95% |
| $1M+ | 0.85% |
Fees include transaction costs. If SMI invests your account in an ETF where SMI is the investment advisor, the fee will be reduced by the revenue SMI receives from the ETF. Clients will pay any transaction charges incurred by accounts held away at other institutions.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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