Advisor at Spencer Smith Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spencer Smith Asset Management, Inc.
Location
Fort Lauderdale, FL
Credentials
Series 63, Series 65
Industry experience
26 years
Henry Smith is a financial advisor at Spencer Smith Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spencer Smith Asset Management and Greensview Wealth Management Llc. Spencer Smith Asset Management is a fee-only registered investment adviser serving individuals and organizational clients such as family offices, foundations, corporations, trusts, and retirement plan sponsors. The firm provides discretionary and non-discretionary portfolio management and investment consulting, emphasizing pension and profit-sharing plan clients and ERISA-related accounts.
Based on Spencer Smith Asset Management, Inc.
Based on Spencer Smith Asset Management, Inc.
$0 - $250,000: 2.50% annually $250,001 - $500,000: 2.25% annually $500,001 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually
Up to $175 per hour for investment consulting
Account minimum: $50,000 minimum initial investment (may be waived or reduced) Fee-only: Portfolio management on asset-based fee schedule; hourly consulting available
Fort Lauderdale, FL
Florida
Spencer Smith Asset Management, Inc.
2021 - Present (5 years)
Spencer Smith Asset Management, Inc.
2019 - 2020 (1 year)
Greensview Wealth Management Llc
2018 - Present (8 years)
Spencer Smith Asset Management, Inc.
2006 - 2019 (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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