SMEAC Financial, LLC offers investment advice and financial planning services tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management, constructing portfolios based on client objectives and risk tolerance. SMEAC also offers financial planning and consulting services, covering a range of topics from broad-based planning to specific financial issues. Additionally, they offer Family Office and Wealth Planning services for high-net-worth clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual portfolio management fee varies between 0.25% to 1.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. The advisory fee is negotiable, depending on individual client circumstances.