Smith, Salley & Associates Review


Trust Score 98%
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Smith, Salley & Associates, federally registered in 2003, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 11 advisors. Smith, Salley & Associates manages $1.4 billion and provides investment advisory services for 448 clients (1:41 advisor/client ratio).

Smith, Salley & Associates requires a $250,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 41 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $3,075,647
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:41
Headquarters Greensboro, NC
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 1.00%
$5,000,001+ Negotiable


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