SmartStreet Investments provides investment management services to individuals, high net worth individuals, retirement plans, trusts, estates, and businesses. SmartStreet works with clients to determine their investment objectives and risk profile, then creates a customized asset allocation and portfolio recommendation. SmartStreet manages accounts on a discretionary basis, considering client objectives and tax implications.
Assets Under Management$4.7M
Clients6
Advisors1
Avg. per Client$790K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Schedule shown is for Equity and Blended Accounts. Income Only Accounts have a different schedule: First $5M: 0.75%, Next $5M: 0.50%, Next $10M: 0.40%, Next $10M: 0.30%, Next $70M: 0.25%. Fees may be reduced or waived at SmartStreet's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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