Advisor at Impassioned Wealth Management Ltd
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Firm
Impassioned Wealth Management Ltd
Location
Napoleon, OH
Credentials
Series 63, Series 65
Industry experience
18 years
David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.
Based on Impassioned Wealth Management Ltd
PROCESS, TRANSITION & SET UP FEE of $1,500 (may be charged depending on complexity); flat fees for non-qualified custodian assets charged quarterly in advance as ¼ of annual flat fee
$0 - $500,000: 1.12% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.87% $2,500,001+: 0.75%
Napoleon, OH
California · Ohio
Rooted Advisors
2019 - 2021 (2 years)
Impassioned Wealth Management Ltd (formerly Smith Inv. Mgmt.)
2006 - Present (20 years)
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I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.
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