How does the advisor help clients – Key Takeaways:
SPENCER SMITH ASSET MANAGEMENT, INC. is a highly reputable financial advisory firm that offers a wide range of financial services to clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals.
Facts and Insights
SPENCER SMITH ASSET MANAGEMENT, INC. has been in business for over 15 years, providing its clients with top-notch financial planning and investment management services. The firm currently has a total of 20 advisors who are all highly trained and qualified in the field of finance.
According to public records, as of June 2021, the firm has approximately $2 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20 | 15+ years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
SPENCER SMITH ASSET MANAGEMENT, INC. caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm also works with retirement plans, trusts, and charitable organizations.
Fees & Compensation
The firm offers fee-based services and charges a percentage of the client’s assets under management as a management fee. Fees may vary depending on the services provided, but clients can expect transparency and no hidden fees from the firm.
Background
The firm was founded in 2005 by Spencer Smith, a highly experienced and renowned financial advisor. Spencer and his team of advisors have a strong commitment to providing personalized and comprehensive financial guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SPENCER SMITH ASSET MANAGEMENT, INC. is required to disclose any potential conflicts of interest, disciplinary actions, and any other relevant disclosures to its clients. The firm takes these disclosures seriously and remains committed to maintaining the trust and satisfaction of its clients.