Smith Anglin Financial, LLC
Assets Under Management
$2.0B
Number of Clients
1,400
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SAF offers financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charities, corporations, and business entities. They primarily allocate client assets among mutual funds and ETFs, and tailor services to individual needs.
Fee Structure
SAF charges fixed or hourly fees for financial planning, ranging from $400 to $2,500 on a fixed basis or $50 to $500 hourly, depending on the service's scope and the professional involved. Investment management fees are based on a percentage of assets under management, varying between 0.45% and 1.85% annually, billed quarterly in advance. These fees exclude brokerage commissions and other costs. SAF may negotiate lower management fees based on certain criteria.
Areas of Practice
Location
14755 Preston Road., Suite 700, Dallas, TX, 75254