S.mart Advising offers investment management through Betterment for Advisors, ERISA plan services for retirement plans, and co-advisory services with Matson Money. They also provide financial planning, including retirement strategy, investment planning, tax reduction, and 401k advising. S.mart Advising may recommend investment products based on compensation received, but clients are not required to accept recommendations.
Assets Under Management$7M
Clients28
Advisors1
Avg. per Client$250K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.32% |
| $5M+ | 0.25% |
Fees are negotiable. Betterment for Advisors platform fee of up to 0.18% is added to these fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...