Smith Group Asset Management, LLC
Assets Under Management
$1.7B
Number of Clients
1,509
Number of Advisors
5
Average Client AUM
$1.1M
AUM per Advisor
$342.8M
Compensation
Fee-Only (AUM)
About This Firm
Smith Group, majority-owned by Cantor Fitzgerald Investment Advisors, focuses on equity investment advisory services. They manage investments in equities and, in some cases, money market instruments, using a model portfolio approach for consistency. Services include wrap fee programs and sub-advisory roles for unified managed accounts (UMAs).
Fee Structure
You'll pay a fee based on the market value of your portfolio. Fees are negotiable and may be lower than the maximum fee schedule. Some strategies offer a performance-based fee option. Fees are exclusive of brokerage commissions, transaction fees, and custodial fees.
Areas of Practice
Location
100 Crescent Court, Dallas, TX, 75201