Smart Money Financial Advisors (SMFAL) provides ongoing portfolio management based on individual client goals and risk tolerance. SMFAL also directs clients to third-party investment advisors. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. SMFAL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$80M
Clients145
Advisors1
Avg. per Client$550K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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