Smallwood Wealth Management offers ongoing portfolio management, financial planning, and pension consulting services. The firm builds customized investment portfolios using modern portfolio theory, focusing on long-term strategies tailored to each client's goals, risk tolerance, and time horizon. Services cover retirement planning, tax concerns, life insurance, college planning, and debt management. Smallwood Wealth Management specializes in working with individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm operates as a registered investment advisor with offices in New Jersey and requires clients to hold accounts with Charles Schwab & Co., Inc.
Assets Under Management$340M
Clients458
Advisors6
Avg. per Client$740K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Portfolio management fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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