SMART Wealth offers investment advice and portfolio management, creating retirement strategies tailored to individual needs. Services include discretionary asset management, often using third-party sub-advisers. SMART Wealth also provides financial planning and consulting, covering areas like retirement, tax, insurance, and estate planning. Clients receive personalized plans matching investments to goals and risk tolerance.
Assets Under Management$450M
Clients891
Advisors17
Avg. per Client$500K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees may be modified lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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