Invest Smart USA is a registered investment advisor offering investment management and financial planning services. They work with individuals, families, and business owners, providing personalized advice based on their individual needs and goals. They manage client investment accounts on a discretionary basis, primarily using stocks, exchange traded funds, mutual funds, options, variable annuities, and fixed income investments. They also offer advice on held-away assets like 401(k)s and other retirement plans.
Fee Structure
Invest Smart USA's fees for investment management are negotiable and based on a percentage of the value of your portfolio, generally ranging from 0.10% to 1.50%. For smaller accounts (below $10,000), a flat monthly fee of $10 applies. For accounts managed on a third-party platform, an additional platform fee of 0.25% applies.