Smarter Bear Financial Advisory provides financial planning and investment advising to individuals, trusts, and estates. Smarter Bear specializes in working with individuals who have complex assets such as pensions, private company stock, or ownership stakes in a business. Services include investment advising, wealth management planning, retirement planning, estate financial planning, and tax planning.
Assets Under Management$50M
Clients41
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable, and the final fee may reflect further consideration of the client’s situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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