Smart Portfolio offers investment management services, creating customized investment strategies for clients. They may use various investment instruments like stocks, ETFs, bonds, and mutual funds. Smart Portfolio also provides services to qualified retirement plans. They may recommend a managed account program with Betterment LLC. Fees are asset-based and negotiable. Smart Portfolio does not maintain custody of client funds.
Assets Under Management$44M
Clients59
Advisors1
Avg. per Client$750K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
All advisory fees may be negotiable at the sole discretion of Smart Portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...