Smith & Co Advisory LLC provides investment advice and financial planning services to individuals, high-net-worth individuals, and pension/profit-sharing plans. Smith & Co creates investment strategies tailored to each client's goals, risk tolerance, and time horizon. Services include portfolio management, financial planning (retirement, college, debt), and pension consulting. Smith & Co may also direct clients to third-party investment advisors.
Assets Under Management$130M
Clients294
Advisors1
Avg. per Client$440K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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