Michael
Smith
Assuredpartners Investment Advisors
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About this Advisor
Michael Smith is a financial advisor based in Atlanta, Georgia, working with Assuredpartners Investment Advisors. Michael has previously held positions at Iron Capital Advisors and Assuredpartners Investment Advisers, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Michael is part of Assuredpartners Investment Advisors, which operates out of Atlanta, Georgia. The firm has 12 offices and 22 employees. The firm manages assets totaling $179.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Assuredpartners Investment Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$179,036,704
22
601
$297,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Smith Work History
Assuredpartners Investment Advisers, LLC
Iron Capital Advisors
Disclosures
Please visit the SEC profile of Michael Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assuredpartners Investment Advisors
Tampa, FL
Lancaster, PA
Tampa, FL
Madison, WI
Wilmington, DE
Wake Forest, NC
Lititz, PA
Lancaster, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
