Smaart LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$85K
Clients9
Advisors1
Avg. per Client$9.4K
Avg. per Advisor$85K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Smaart LLC | TrueAdvisor