About SMITH & HOWARD WEALTH MANAGEMENT, LLC
SMITH & HOWARD WEALTH MANAGEMENT, LLC is a reputable financial services firm that specializes in wealth management. Founded 15 years ago, their team of experts has been helping individuals and businesses achieve their financial goals through personalized strategies and sound investment advice.
How does SMITH & HOWARD WEALTH MANAGEMENT, LLC help clients? – Key Takeaways:
- Personalized wealth management strategies
- Expert investment advice
- 15 years of experience
Facts and Insights
SMITH & HOWARD WEALTH MANAGEMENT, LLC currently manages over $1.5 billion in assets and has a team of 20 experienced financial advisors. With their deep understanding of the financial markets and their clients’ unique needs, they strive to offer tailored solutions that help clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 20 | 15 years |
Financial Services Offered
SMITH & HOWARD WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet their clients’ diverse needs. Some of their services include:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
SMITH & HOWARD WEALTH MANAGEMENT, LLC serves a diverse client base that includes individuals, families, and businesses. Their personalized approach allows them to cater to the unique financial needs of each client, regardless of their life stage or financial goals.
Fees & Compensation
SMITH & HOWARD WEALTH MANAGEMENT, LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of assets under management. This ensures their interests are aligned with their clients, as their compensation increases only when their clients’ assets perform well.
Background
The team at SMITH & HOWARD WEALTH MANAGEMENT, LLC comprises of experienced professionals with backgrounds in finance, accounting, and legal fields. This diverse expertise allows them to provide clients with comprehensive and holistic financial planning services.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SMITH & HOWARD WEALTH MANAGEMENT, LLC is obligated to provide full disclosure of any potential conflicts of interest or disciplinary actions. Clients can find this information in their Form ADV, which is available on their website or through the SEC’s Investment Adviser Public Disclosure database.