Smith Bruer is a registered investment advisor offering both discretionary and non-discretionary portfolio management services tailored to individual client needs. They develop investment strategies based on client objectives and risk tolerance, potentially using model portfolios. Smith Bruer also offers pension consulting services to employee benefit plans, including plan reviews, fund selection advice, and participant education. Complimentary financial planning is offered to clients participating in portfolio management services.
Assets Under Management$240M
Clients270
Advisors6
Avg. per Client$880K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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