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Benjamin Smith

Advisor at Smith Asset Management Co., LLC

Updated today

Location

Chiefland, FL 32626

Credentials

Series 65

Industry experience

4 years

About

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with four years of industry experience. He holds a Series 65 designation and has served in the US Army from 2015 to 2020. Since 2020, he has also been affiliated with Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios emphasizing preferred stocks and corporate bonds, employing a combination of fundamental and technical analysis, cyclical analysis, modern portfolio theory, and option writing tailored to client needs.

Client services

Based on Smith Asset Management Co., LLC

Portfolio management

Expertise

Based on Smith Asset Management Co., LLC

Active portfolio management Options & derivatives strategies

Fee options

Percentage

1% annually

Project-based

$250 per hour, negotiable

Other

Account minimum: $100,000

Location

322 East Park Avenue

Chiefland, FL 32626

Most active in

Florida

Work history

Smith Asset Management Company

2021 - Present (5 years)

Stetson University of Law

2020 - Present (6 years)

US Army

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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