Robinson Smith Wealth Advisors, Llc

Robinson Smith Wealth Advisors, Llc

Portland, Maine

Robinson Smith Wealth Advisors, LLC is a distinguished investment advisory firm headquartered in Portland, ME. With a team of seven talented professionals, they specialize in delivering comprehensive wealth management solutions to their esteemed clientele. Five of their expert advisors provide exceptional investment advisory services, ensuring their clients receive personalized and tailored strategies. As an established firm, Robinson Smith Wealth Advisors manages an impressive average of approximately $92,230,000 in assets per investment advisor. This figure aligns with the industry average, highlighting their proficiency in man...see more

Assets Under Mgmt

$288.54M

Investment Professionals

5

Locations

1

% 401K & Individual

13%

% Discretionary

93%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Reviews for Robinson Smith Wealth Advisors, Llc

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