Michael Glen Smith, Sole Proprietor, recommends third-party portfolio managers to clients and monitors their accounts. Michael Smith also provides non-discretionary portfolio management services, creating investment recommendations based on client goals, financial condition, timeline, and risk appetite. Clients are not obligated to use the recommended portfolio manager. Michael Smith's services include monitoring client accounts, making recommendations about the portfolio manager, and meeting with clients annually.
Fee Structure
Michael Glen Smith does not directly manage investments but recommends third-party portfolio managers. Michael Smith also offers non-discretionary portfolio management services. Michael Smith charges $275 per hour for services rendered, billed in arrears on a monthly basis in quarter-hour increments.