SMArtX Advisory Solutions provides a platform for other financial advisors to manage their clients' investments. Through SMArtX's platform, advisors can access various investment products and strategies, including models created by SMArtX or other investment managers. SMArtX does not interact directly with the end clients of the advisors. SMArtX also offers OCIO consulting services to its professional advisors.
Fee Structure
SMArtX Advisory Solutions does not directly manage investments for individual investors. Instead, it provides a platform for financial advisors to manage their clients' money. SMArtX charges the advisor a platform fee, which typically ranges from 0.05% to 0.70% per year, based on the value of the assets in the account. There is also a Model Fee, ranging from 0.00% to 2.00% annually, which is paid to the Model Manager. SMArtX retains a portion of the Model Fee for administering the Model, ranging between 0.00% and 0.50% per annum.