Smith Capital Management (SCM) specializes in financial planning and managing investment portfolios for individuals and businesses. Financial planning covers tax, insurance, retirement, and estate planning. SCM considers each client's financial situation, risk tolerance, and goals to develop a suitable investment strategy. SCM manages accounts using stocks, bonds, mutual funds, ETFs, government securities, and options. They may also use funds that invest in alternative investments.
Assets Under Management$8.6M
Clients50
Advisors1
Avg. per Client$170K
Avg. per Advisor$8.6M
Fee Structure
Investment management only (planning not offered)
Smith Capital Management's annual fee for managing your investments ranges from 0.5% to 2% of the account value. The exact fee is negotiable and depends on the size and complexity of your account. The fee is paid quarterly.
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