Portsmouth - Smartlife Financial Group, LLC
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Overview
Portsmouth - Smartlife Financial Group, LLC is an advisory company located in Atlanta, Georgia. It manages $216.0 million in assets under management throughout 1,207 accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small group, including 11 financial advisors. Portsmouth - Smartlife Financial Group, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Portsmouth - Smartlife Financial Group, LLC manages all of its client assets in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without needing to seek the client's consent. Portsmouth - Smartlife Financial Group, LLC's typical account size is $178,956. An average financial advisor at Portsmouth - Smartlife Financial Group, LLC oversees around 110 client accounts.
The firm's central office is located at 6190 Powers Ferry Road, Atlanta, Georgia 30339. It is permitted to serve clients across 34 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Portsmouth - Smartlife Financial Group, LLC by the Numbers
$216.0 million
11
1,207
$179.0 thousand
Products and Services
Portsmouth - Smartlife Financial Group, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Notably, Portsmouth - Smartlife Financial Group, LLC did not provide any of its customers with financial planning services in the prior fiscal year. The company does not sell products or offer services apart from investment advisory services to its investment advisory customers. It is affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm and insurance company or agency.
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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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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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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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically vary depending on the type of financial services provided. Fees charged by the company most likely consist of the following fee structures: asset-based, hourly or other. The firm does not supply a wrap fee program, in which the firm offers a service bundle 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
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to retail investors. Out of its 1,207 clients, Portsmouth - Smartlife Financial Group, LLC's largest client type is retail investors. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* 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
Portsmouth - Smartlife Financial Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Portsmouth - Smartlife Financial Group, LLC
Cupertino, CA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Bremerton, WA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Las Vegas, NV
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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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