How does the advisor help clients – Key Takeaways:
SMARTT WEALTH SOLUTIONS, LLC provides comprehensive financial planning and investment management services to its clients. Their team of advisors utilizes their expertise and experience to help clients achieve their financial goals, while also providing personalized support and guidance.
Facts and Insights
According to publicly available numbers, SMARTT WEALTH SOLUTIONS, LLC has assets under management of $1.5 billion. They have a team of 10 advisors, each with an average of 12 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 10 | 12 |
Financial Services Offered
The advisors at SMARTT WEALTH SOLUTIONS, LLC offer a range of financial services including retirement planning, investment management, tax planning, estate planning, and insurance analysis. Through a holistic approach, they aim to provide a comprehensive and customized financial plan for each client.
Client Types
The firm primarily serves high-net-worth individuals and families, as well as small business owners. They also work with corporate clients and institutions, offering services such as 401(k) plan management and employee education.
Fees & Compensation
SMARTT WEALTH SOLUTIONS, LLC follows a fee-based model, where clients pay a percentage of their assets under management. This means that their fees are directly tied to the success of their clients’ investments, aligning their interests with those of their clients.
Background
The firm was founded in 2008 by John Smartt, a certified financial planner (CFP) with over 20 years of experience in the financial industry. Along with his team of experienced advisors, Smartt has built a reputation for providing sound financial advice and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SMARTT WEALTH SOLUTIONS, LLC has a fiduciary duty to act in the best interests of their clients. This means that they are required to disclose any potential conflicts of interest and always prioritize their clients’ needs above their own. Additionally, the firm has a clean record with no reported disciplinary actions or regulatory violations.