About SMITHBRIDGE ASSET MANAGEMENT, INC.
Smithbridge Asset Management, Inc. is a leading financial management firm based in New York City. They specialize in creating personalized wealth management solutions for high net worth individuals and families. With over 20 years of experience, Smithbridge Asset Management has established itself as a trusted advisor within the financial industry.
How does the advisor help clients – Key Takeaways:
- Creates customized wealth management solutions for high net worth individuals and families
- Utilizes over 20 years of industry experience and expertise
- Establishes a reputation as a trusted advisor within the financial industry
Facts and Insights
Smithbridge Asset Management, Inc. has a strong track record of providing successful and comprehensive financial management solutions for their clients. They offer a range of services, including investment management, financial planning, and risk management strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million+ |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 20+ years |
Financial Services Offered
- Investment Management
- Financial Planning
- Risk Management Strategies
Client Types
- High Net Worth Individuals
- Families
Fees & Compensation
Smithbridge Asset Management, Inc. charges a fee for their financial management services, which is based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and they are committed to achieving the best results for their clients.
Background
Smithbridge Asset Management, Inc. was founded in 2000 by John Smithbridge, a renowned financial expert with over two decades of experience. He saw a need for a more personalized approach to wealth management and set out to create a firm that would cater to the unique needs of high net worth individuals and families.
Financial Advisor Disclosures to Know
Clients of Smithbridge Asset Management, Inc. can trust that their advisors are fully transparent with any potential conflicts of interest. As a fiduciary, they are committed to acting in the best interest of their clients and will always disclose any potential conflicts before entering into a working relationship.