Smartpath Advisors

CRD#304563
Investment Advisor Firm

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Learn more about Smartpath Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Smartpath Advisors is a financial advisor firm based in Atlanta, Georgia. The company has a small team, including 8 financial advisors. Smartpath Advisors is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, bonds and equities.



    Smartpath Advisors's headquarters is located at 2451 Cumberland Pkwy Se, Atlanta, Georgia 30339. The company is legally allowed to serve customers throughout 31 U.S. states and territories.

    Editorial note: In some instances, firms can file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the available information for Smartpath Advisors. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    2451 Cumberland Pkwy Se
    Atlanta, GA 30339

    Smartpath Advisors by the Numbers

    Total Number of Employees

    8

    National Average: 64
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    Products and Services

    Services that Smartpath Advisors offers can include financial planning services. In the prior financial year, Smartpath Advisors provided 251-500 of its customers with financial planning services. The firm does not sell products or offer services aside from investment advice to its investment advisory accounts.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial advice typically are based on the services offered. Fees charged by Smartpath Advisors typically consist of non-traditional fee structures. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Smartpath Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Smartpath Advisors

    Cesar Casas
    Atlanta, GA
    Evon Mendrin
    Atlanta, GA
    Alok Deshpande
    Atlanta, GA
    Mark Sinderson
    Atlanta, GA

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    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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