Smart Money Group, LLC
Assets Under Management
$368.9M
Number of Clients
543
Number of Advisors
10
Average Client AUM
$679K
AUM per Advisor
$36.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The firm offers asset management and investment consulting services to individuals and other clients. They provide portfolio management, financial planning, and consulting services. They may also refer clients to third-party money managers. The firm also acts as a sub-adviser to an exchange-traded fund.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Specified rate applies only to assets in that tier. Fees are negotiable.
Fee Estimator
For portfolio management, fees are based on a percentage of assets under management, as detailed in the fee schedule. Financial planning and consulting are charged on an hourly basis (up to $350/hour) or a fixed fee basis (up to $50,000), depending on the scope and complexity. Clients are also responsible for fees charged by financial institutions and third-party money managers.
Areas of Practice
Location
106 South Seaman, Eastland, TX, 76448