Smith Partners Wealth Management

Retirement Planning Firm in Greensboro, NC

Firm Info
Address: 128 E Fisher Ave, Greensboro, NC 27401, USA
Phone: (336) 272-9488

Firm Size
Assets Under Management: $152 million
# of Advisors: 3
# of Clients: 155
Client to Advisor Ratio: 52:1
Average Account Size: $980,632
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Smith Partners Wealth Management, LLC Overview

Smith Partners Wealth Management, LLC is a fee-only registered investment advisory firm located in Greensboro, NC. Since its establishment in 2021, the firm has been committed to providing investment advice only to its clients. As a fee-only firm, Smith Partners Wealth Management charges a flat fee for its services, which means there are no hidden costs or commissions. The firm's financial planning services are designed to help clients achieve their financial objectives through a comprehensive analysis of their current financial situation. The advisors at Smith Partners Wealth Management work closely with clients to identify financial goals, develop a customized plan, and monitor progress towards achieving those goals. In addition to its financial planning services, Smith Partners Wealth Management also offers portfolio management for individuals and small businesses. The firm's investment strategies are tailored to each client's unique needs and risk tolerance, and are designed to maximize returns while minimizing risk. With a focus on long-term wealth preservation, the advisors at Smith Partners Wealth Management work tirelessly to ensure that their clients' portfolios are well-positioned to weather any market conditions. Overall, Smith Partners Wealth Management, LLC is a highly reputable and client-focused firm that offers a range of services aimed at helping individuals and small businesses achieve their financial objectives. With a commitment to transparency, integrity, and exceptional customer service, the firm is well-positioned to serve its clients for many years to come.

SMITH PARTNERS WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including individuals seeking financial guidance, high net worth individuals, pension or profit-sharing plans, charitable organizations, and other corporations. The firm's team of experienced wealth management professionals provides customized investment advice and financial planning solutions to each client, ensuring that their unique needs and goals are effectively met. The fee structures available at SMITH PARTNERS WEALTH MANAGEMENT, LLC depend on the type of service provided to the client. The firm offers percentage of assets under management (AUM) fees for investment management services, charging a percentage of the client's portfolio value. Additionally, hourly fees are available for various financial consulting and planning services, allowing clients to pay for the exact amount of time spent on their account. Fixed fees may also be charged for specific projects or services. The availability of multiple fee structures ensures that clients have a choice in selecting the service that best fits their budget and financial needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Smith Partners Wealth Management, LLC does not mention anything about investment minimums. Consequently, it is impossible to determine what their investment minimum is from the note in their brochure. Investors who are interested in knowing more about this firm's investment minimum requirement should contact them directly for more information. It is worth noting that investment minimums are an important factor to consider when deciding to work with a financial advisor or wealth management firm, and investors should clarify this important detail before committing to any investment plan.

How This Office Can Help Greensboro, NC Residents

Edward Jones Financial Advisor, Bill Boughton AAMS® assists clients in Buncombe County, NC by providing a personalized approach to financial planning. Whether clients are saving for retirement, purchasing a home, or paying for their child's education, Bill takes into account their unique situation and creates a tailored plan to help them meet their financial goals. Living in Buncombe County, NC, clients may face various financial challenges such as rising healthcare costs, high debt levels, and low retirement savings rates. Bill helps clients navigate these challenges by using his knowledge of various investment options and tax strategies. He also educates clients on the importance of estate planning and works with them to create a plan to pass on their assets to loved ones. By providing individualized support and guidance, Bill helps clients in Buncombe County, NC take control of their financial future.

To view the Minimum Investment and Fee Schedule for Smith Partners Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Smith Partners Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Smith Partners Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 128 E Fisher Ave, Greensboro, NC 27401, USA
Phone (336) 272-9488
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 128 E FISHER AVE, GREENSBORO, NC 27401-2034, United States

This firm has no other locations.

State Registrations

Smith Partners Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • North Carolina
  • Texas

Disciplinary History

Smith Partners Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs