Smith Group Asset Management, LLC is a registered investment advisor established in 2021 and wholly owned by Cantor Fitzgerald Investment Advisors, L.P. The firm specializes in providing equity and fixed income investment management services to a diverse group of clients, including individuals, high-net-worth individuals, pensions, charitable institutions, and government entities. Smith Group employs a team-based portfolio management approach utilizing quantitative and qualitative analysis to identify growth opportunities, aiming to outperform stock market benchmarks. The firm manages portfolios across several strategies, such as large-cap focused, global equity, international equity, dividend growth, small-cap focused, and high-yield fixed income. Clients may choose standard percentage-of-assets management fees or, in some cases, performance-based fee structures. Smith Group also participates in wrap fee programs and acts as a sub-advisor for unified managed accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees vary by strategy ranging from 0.50% to 1.00% for management-only services. Strategies include Large Cap Focused (0.60%), Global/International Equity (1.00%), Large Cap Diversified Growth (0.50%), Dividend Growth (0.50%), and Small Cap Focused (0.75%). Qualified clients may opt for a lower base fee of 0.25% plus a 25% performance fee. Fees are negotiable.