Smith Moore & CO.
Assets Under Management
$2.0B
Number of Clients
3,901
Number of Advisors
46
Average Client AUM
$515K
AUM per Advisor
$43.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Smith Moore, founded in 1913, provides investment advisory services including direct asset management and third-party investment management. Financial advisors work with clients to identify investment goals and risk tolerances. They also offer investment consulting and financial planning services, including retirement, tax, and estate planning.
Fee Structure
The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.
Areas of Practice
Location
7777 Bonhomme Avenue, Suite 2400, Clayton, MO, 63105