Smithbrook offers investment advisory services, including developing investment policy statements, designing asset allocations, investment due diligence, and discretionary or non-discretionary investment implementation. Smithbrook also offers consolidated reporting services, providing data aggregation and consolidated reports. Smithbrook may use third-party advisors to manage portions of client assets. Smithbrook primarily serves high-net-worth individuals, trusts, estates, business entities, and charitable organizations.
Assets Under Management$91M
Clients15
Advisors3
Avg. per Client$6.1M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$28,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.55% |
Minimum annual fee of $28,500. Third-Party Adviser fees are typically 0.85% to 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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