Tom Smith Financial Advisor offers continuous portfolio management and comprehensive financial planning services to individuals, including high net worth individuals. Tom Smith Financial Advisor builds diversified portfolios using passive index mutual funds and exchange-traded funds based on modern portfolio theory, tailoring investment strategies to each client's specific risk tolerance, goals, and time horizon. In addition to managing investments, Tom Smith Financial Advisor creates written financial plans addressing retirement, tax strategies, cash flow, insurance, and estate planning. The firm operates as a registered investment advisor based in Peachtree City, Georgia, and is owned and managed by Thomas W. Smith.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.60% |
Fees for amounts over $2,000,000 are negotiable. Tom Smith Financial Advisor may reduce or waive financial planning fees if a client also engages the firm for investment management.