R.D. Smothers Wealth Management provides investment and financial planning services. The firm works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Services include portfolio management on a discretionary or non-discretionary basis, and hourly consulting for various financial matters. The firm may recommend third-party money managers.
Assets Under Management$75M
Clients256
Advisors2
Avg. per Client$290K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.45% |
| $1.0M - $3.0M | 1.35% |
| $3M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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