Smith Securities LLC directs clients to third-party investment advisors, performs portfolio analysis, and provides financial consulting services in areas such as investment, insurance, tax, retirement, and education planning. Smith Securities also offers retirement plan consulting services to businesses. Smith Securities tailors programs for individual clients and may use model allocations based on their personal restrictions, needs, and targets.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.45% |
| $4M+ | 0.20% |
Fees are negotiable. The fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds in which the portfolio will be invested. As discussed above, the aggregate management fees charged by SSL and Matson Money will not exceed 1.45% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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