Smart Money Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm builds tailored portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, and regularly monitors and rebalances them according to each client's goals and risk tolerance. In addition to portfolio management, Smart Money Group offers standalone financial planning covering retirement, estate planning, tax strategies, business succession, real estate analysis, and insurance evaluations. Clients can also receive referrals to third-party money managers. The firm is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Fees are negotiable.