Smedley Financial Services INC
Assets Under Management
$307.1M
Number of Clients
778
Number of Advisors
7
Average Client AUM
$395K
AUM per Advisor
$43.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Smedley Financial Services, Inc. offers focused wealth strategies and managed investment portfolios. As an independent firm, they match products and solutions to each client’s unique situation. Their Investment Management Team provides investment strategies designed to navigate the changing market environment.
Fee Structure
Smedley Financial Services offers financial planning and consulting services for a negotiable fixed fee between $200 and $2,000, or an hourly rate between $150 and $500, depending on the scope and professional involved. Investment management services are provided on a fee basis, with the firm authorized to buy, sell, and trade securities without prior consultation. The firm also publishes a financial research newsletter.
Areas of Practice
Location
102 S. 200 E., Suite 100, Salt Lake City, UT, 84111