Karyn Smith CFPTM offers asset management services through Schwab Advisor Services and creates financial plans tailored to each client's financial situation and goals. Planning can be comprehensive or focus on specific areas like investments, insurance, taxes, retirement, and estate planning. Clients receive quarterly reports and can contact Karyn Smith CFPTM anytime to discuss their account or needs.
Assets Under Management$600K
Clients2
Advisors1
Avg. per Client$300K
Avg. per Advisor$600K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The minimum account size is $100,000, subject to a minimum annual fee of $1,000. In no case would the fee exceed 2% per year. Fees are not negotiable but installment payments may be arranged upon client’s request.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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