Smith Asset Management Co., LLC, based out of Chiefland, FL, is a well-established investment advisory firm with a strong track record. With over 800 individual clients and more than $228,987,000 in assets under management, they have built a solid reputation in the industry. The company operates out of a single office and offers investment advisory services to a diverse range of clients.
One of Smith Asset Management Co., LLC's notable strengths lies in their expertise in managing employer 401Ks and individual accounts. Around half of their assets under management come from these sources, showcasing their deep understanding of this space. The firm's services are entirely discretionary, allowing them to make investment decisions on behalf of their clients without requiring prior approval.
The compensation structure at Smith Asset Management Co., LLC is flexible and includes various types such as a percentage of assets under management and hourly charges. This adaptability ensures that clients can choose a payment method that aligns with their preferences and needs.
With two dedicated employees, the company maintains a favorable client-to-staff ratio. Each investment advisor at Smith Asset Management Co., LLC handles an average of approximately $114,490,000 in assets under management, which is on par with the industry average. Notably, Benjamin Smith stands out as one of the firm's longest-tenured registered advisors, having been with the company since 4026.
Smith Asset Management Co., LLC is committed to providing top-notch investment advisory services, leveraging their experience, expertise, and commitment to their clients' financial goals.