Smith & Wyatt provides financial planning and portfolio management services. Financial planning ranges from broad-based to single-subject planning, with a written plan delivered to help clients achieve their financial goals. Portfolio management is discretionary and tailored to client's needs, risk tolerance, and investment objectives. Smith & Wyatt may use sub-advisors to manage client portfolios.
Fee Structure
Smith & Wyatt offers portfolio management services where they manage your investments for you. The annual fee ranges from 0.25% to 1.5% of your portfolio's value, depending on the size of your account and the custodian used. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. There may be a $600 initial account setup fee, which may be waived. Fees are negotiable.