SML Advisory offers investment management services, determining which securities to buy or sell for clients. They manage both discretionary and non-discretionary accounts, tailoring investment strategies to individual client goals, time horizons, and risk tolerance. SML Advisory also provides consulting services to qualified retirement plans. Shawn Loddy is the owner and sole employee.
Assets Under Management$1.2M
Clients14
Advisors1
Avg. per Client$86K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. SML Advisory also charges a performance-based fee for accounts over $1,000,000: 20% after an 8% hurdle.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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