SMP Financial Planning provides wealth management, including investment management and financial planning, and stand-alone financial planning services to individuals, high net worth individuals, trusts, and estates. SMP creates customized investment strategies based on client's financial needs, goals, risk tolerance, and financial situation. Clients have the opportunity to place reasonable restrictions on their investments.
Assets Under Management$64M
Clients44
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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