Catherine R. Smith, Financial Planner, LLC offers financial planning, consulting, and investment advisory services. Financial planning covers goal setting, retirement analysis, and estate planning. Investment advisory services are offered on a fee-only basis, either with or without the firm making trades without asking first. The firm may use sub-advisors to manage portions of client accounts. The firm also uses a third-party asset allocation program.
Fee Structure
Catherine R. Smith, Financial Planner, LLC charges a fixed annual fee for investment advisory services, generally ranging between $1,500 and $12,000. The annual fee will not exceed 1.0% of the value of your portfolio. If your assets are managed by a sub-advisor, those fees are separate from and in addition to the firm's advisory fee. Clients who participate in the GMO program will be charged an additional 0.20% based on the average market value of their account.