Michael Lawrence Smith

First Horizon Advisors, INC

4 Years of Experience

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Firm Information

First Horizon Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

6,631 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$13.6B

Fee Structure

Minimum Investment:$100K

Financial Planning:Included in AUM fee

There is no charge for financial planning services. Fees for Other Investment Advisory Services and CRP Services range from 0.25% to 1.25% annually, but are negotiable. When these services are provided to fixed income portfolios, the fees range from 0.10% to 1.25%, but are negotiable. These fees are billed quarterly in arrears, based on the market value of the plan or account assets.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

2340 Woodcrest Place, Birmingham, AL, 35209

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Michael is an officer at Smith Baynard LLC, holding real estate rental property since January 2024. He dedicates minimal time to overall supervision of the property, as a management company handles the details.