Smith & Howard Wealth Management, LLC
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Overview
Smith & Howard Wealth Management, LLC is a financial advisor company based in Atlanta, Georgia. Smith & Howard Wealth Management, LLC oversees $482.9 million in assets under management over 596 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management (AUM). Smith & Howard Wealth Management, LLC has a small group, including 6 financial advisors. Smith & Howard Wealth Management, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as stocks, options and bonds.
Smith & Howard Wealth Management, LLC administers all of its client assets on a discretionary basis. Discretionary management means that transaction judgments are made by an investment advisor without requiring client approval. The investment advisory firm manages an average of $810,170 in assets for each customer account. An average advisor at Smith & Howard Wealth Management, LLC administers about 99 client accounts.
The firm's central office is at 271 17Th Street Nw, Atlanta, Georgia 30363. The company is legally registered to provide services to investors throughout a few states, including Florida, Georgia and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Smith & Howard Wealth Management, LLC by the Numbers
$482.9 million
10
596
$810.2 thousand
Products and Services
Smith & Howard Wealth Management, LLC offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past fiscal year, the firm provided 101-250 of its accounts with financial planning services. The company does not sell products or offer services apart from investment advice to its investment advisory accounts. The company also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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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.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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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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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management vary depending on which services are provided. However, fees billed by Smith & Howard Wealth Management, LLC likely consist of any blend of the following fee types: asset-based or hourly. Smith & Howard Wealth Management, LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors and charitable organizations. Out of its 596 customers, Smith & Howard Wealth Management, LLC's biggest client group is high net worth investors, but it also caters to 127 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 63.82%
- Other Individuals - 33.67%
- Corporations - 0%
- Charitable Organizations - 2.51%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Smith & Howard Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Smith & Howard Wealth Management, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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