Smith & Co Advisory manages investment portfolios and creates customized financial plans tailored to each client's individual goals, time horizon, and risk tolerance. Smith & Co Advisory builds personalized investment portfolios using mutual funds, fixed income securities, exchange-traded funds, equities, and insurance products such as annuities. In addition to investment management, Smith & Co Advisory offers financial planning covering retirement, taxes, insurance, and estate planning, alongside specialized trust administrative services. The firm operates with the authority to make trades without asking clients first, allowing them to manage portfolios actively based on agreed-upon investment policies. Smith & Co Advisory primarily serves individuals, high-net-worth clients, and pension plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.