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Smith Financial Investment Advisors, Inc.
Kokomo, Indiana
4.7
3 Reviews
Smith Financial Investment Advisors, Inc. is a leading local investment advisory firm headquartered in Kokomo, IN. With a solid presence in the community, the company operates out of a single office, serving clients with a team of five dedicated professionals who specialize in providing top-notch investment advisory services.
Drawing on their extensive knowledge and experience, Smith Financial Investment Advisors, Inc. offers comprehensive financial guidance tailored to meet the unique goals and needs of each client. The firm manages an impressive portfolio, boasting an average of $57,520,000 in assets under management per inves...see more
Assets Under Mgmt
$287.59M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Smith Financial Investment Advisors, Inc.
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