Smart Money Group, Llc

Smart Money Group, Llc

Eastland, Texas

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 t...see more

Assets Under Mgmt

$254.12M

Investment Professionals

7

Locations

0

% 401K & Individual

25%

% Discretionary

99%

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
  • Selection of other advisers
  • Educational seminars/workshops

Reviews for Smart Money Group, Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website