SMI Advisors provides investment advice and manages client assets by selecting and allocating funds to sub-advisors. SMI Advisors monitors the sub-advisors' performance and ensures they align with the client's investment objectives, risk tolerance, and financial situation. SMI Advisors does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% management fee, a 20% performance-based incentive fee may be charged to qualified clients. Non-qualified accounts will be negotiated on a case by case basis but will only be charged a management fee based upon a percentage of assets. The managers SMI Advisors selects as sub-advisors may also be compensated through a combination of an asset-based fee plus a performance-based incentive fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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