SMAART LLC is a financial planning firm that offers personalized financial planning and investment management to individuals, small businesses, and other entities. SMAART helps clients identify their financial objectives, find solutions to financial problems, design and simplify cash flow, perform tax planning and preparation, advise on financial risk and investment allocations, retirement planning, insurance, and estate planning. SMAART also sells property and casualty, and fixed and defined insurance benefits, but does not accept commissions from variable annuities or other insurance investment vehicles.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |