Smarr Financial Services is a wealth management firm providing financial planning and investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. Financial plans cover retirement, education, insurance, and estate planning. Investment services include portfolio construction and asset allocation using various securities.
Assets Under Management$46M
Clients75
Advisors1
Avg. per Client$610K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $600K | 1.50% |
| $600K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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