Smart Money Group, LLC is a reputable investment advisory firm based out of Eastland, TX. With a team of 20 dedicated professionals, including 7 experienced investment advisors, they provide comprehensive financial solutions to their clients. Their average assets under management per investment advisor stand at around $49,480,000, which aligns with the industry average.
The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. Smart Money Group, LLC takes pride in serving a substantial client base, boasting over 460 individual clients with a combined total of more than $254,115,000 in assets under management. The majority of these assets belong to high-net-worth individuals.
While 401K and individual accounts make up less than 30% of their assets under management, Smart Money Group, LLC possesses the expertise and capacity to manage employer funds. Notably, 99% of the assets they oversee are discretionary, providing clients with the peace of mind that comes with professional guidance and decision-making.
As a local firm, Smart Money Group, LLC has a strong presence in Eastland, TX, operating from a single office. The company takes pride in its long-standing advisors, including Aaron Kennedy, Bret Robinson, and James Kennedy, who bring a wealth of experience to the firm. With a client-centric approach and a focus on delivering tailored financial strategies, Smart Money Group, LLC is committed to helping individuals and businesses achieve their financial goals.