Smith Wynd Capital LLC
Assets Under Management
$129.4M
Number of Clients
294
Number of Advisors
2
Average Client AUM
$440K
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Smith & Co Advisory LLC provides portfolio management tailored to client goals, financial planning covering various life areas, and pension consulting services. They primarily advise on mutual funds, fixed income, equities, ETFs, and insurance products. They act as fiduciaries and prioritize client interests.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of your assets under management, as detailed in the fee table. Financial planning fees are fixed and range from $1,500 to $15,000. Pension consulting fees are up to 0.50% of assets. Administrative trust services have a minimum fee of $2,500, with additional fees for accounting and tax preparation. These fees are negotiable.
Areas of Practice
Location
9000 Carothers Pkwy,, Suite 100, Franklin, TN, 37067