Smith Brothers Financial provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Investment management includes creating a portfolio of diversified mutual funds and exchange-traded funds, and may include individual stocks and bonds. Financial planning services cover areas like college, retirement, and small business owner planning. Smith Brothers Financial may also provide retirement plan advisory services.
Assets Under Management$1B
Clients350
Advisors8
Avg. per Client$2.9M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Smith Brothers Financial charges an annual fee based on the value of your investments. This fee ranges from 0.25% to 1.50% depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
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