Smith & Associates Financial Services provides investment advice to individuals, families, trusts, retirement plan sponsors, and foundations. The firm offers ongoing portfolio management and financial consulting and planning. Smith & Associates evaluates client needs and objectives, discusses strategic alternatives, and monitors performance. They recommend securities, including individual stocks, bonds, ETFs, and options, by managing individual client accounts.
Assets Under Management$660K
Clients6
Advisors1
Avg. per Client$110K
Avg. per Advisor$660K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fees may be negotiated on a case-by-case basis. The firm may aggregate related accounts for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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