SmartValue Investment Management provides investment advice and wealth management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. They manage investment portfolios to meet client goals, emphasizing comprehensive portfolio management and value-oriented investing. SmartValue is a fee-only firm and does not sell commissioned products.
Assets Under Management$2.5M
Clients8
Advisors1
Avg. per Client$320K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are NOT NEGOTIABLE.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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