Smart Financial Group provides financial planning services, including retirement planning, tax strategies, and estate planning. When appropriate, Smart Financial Group recommends clients to third-party investment managers to manage their portfolios. Smart Financial Group monitors the performance of these managers to ensure they align with the client's goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Smart Financial Group does not directly manage client assets. Instead, they refer clients to third-party investment managers, such as Gradient Investments. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually
- Tactical Portfolios: 1.80% annually
- Allocation & Defined Outcome Portfolios: 1.70% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
There is also a $300 annual flat fee for Client Directed Accounts. These fees are negotiable and assessed quarterly.
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