BS

Brian Christopher Smith

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
117 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Eaton Vance's fees and minimum initial investments can vary based on client circumstances and negotiations. Fees are generally calculated as a percentage of assets under management and billed quarterly. Wrap program participants should consult their program's brochure for fee details. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Additional reporting or consulting services may lead to higher fees.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

One Post Office Square, Boston, MA, 02109

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Eaton Vance Management
July 2016 - Present · 9 yrs 6 mos
Eaton Vance Distributors, INC.Broker
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Strategic Advisers, INC.
August 2015 - June 2016 · 10 mos
Fidelity Brokerage Services LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.