Smith Capital Management

Smith Capital Management at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 1 advisor is listed here, who holds the ChFC.
• Its Form ADV reports 1 employee and 50 individual clients.
• Its average account is about $190,000 (assets it manages divided by its 50 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Smith Capital Management fees

Smith Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Edward Smith

  ChFC