Smart Steps Wealth Management offers investment management and financial planning services. They create portfolios using stocks, bonds, ETFs, and mutual funds, tailored to each client's needs. They also provide financial planning and consulting on topics like retirement, estate, tax, and education planning. Smart Steps acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$82M
Clients278
Advisors1
Avg. per Client$290K
Avg. per Advisor$82M
Fee Structure
Smart Steps Wealth Management offers two investment management services:
- Asset Management: The maximum annual fee is 1.75% of your portfolio. The exact fee will be in your advisory agreement.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of your portfolio. This includes both investment management and financial planning services. The exact fee will be in your advisory agreement.
Fees are based on the size of your portfolio and the complexity of the services provided. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable.
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