Traner Smith Wealth Management advises clients on selecting third-party investment advisors, but does not manage client investments directly. They receive compensation from these advisors for referrals and ongoing services. The fees clients pay are determined by the third-party advisor based on portfolio size and complexity. Traner Smith Wealth Management may also assist high-net-worth clients with retirement, estate, and financial planning strategies in conjunction with investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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