Smith Group Asset Management
Assets Under Management
$133.7M
Number of Clients
2
Number of Advisors
3
Average Client AUM
$66.9M
AUM per Advisor
$44.6M
Compensation
Fee-Only (AUM)
About This Firm
Smith Group, established in 1995, focuses on equity investment advisory services. They manage investments in equities and, in some cases, money market instruments. The firm primarily manages assets for Public Pension Plan clients, utilizing a team of portfolio managers and a model portfolio approach to ensure consistent management.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated to a level lower than the Maximum Advisory fee schedule based on mandate size and client servicing requirements.
Fee Estimator
You'll pay an annual fee based on the market value of your portfolio. The fee is 1.00% on all managed assets. This fee does not include brokerage commissions, transaction fees, custodial fees, and other related costs.
Areas of Practice
Location
100 Crescent Court, Suite 1150, Dallas, TX, 75201