Leigh Smith
Advisor at Insight Folios
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.
Advisor at Insight Folios
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.
Location
Athens, GA 30606
Credentials
ChFC®
Industry experience
4 years
Leigh Smith is a ChFC® credentialed advisor with four years of industry experience, currently with Insight Folios in Athens, GA. Prior to joining Insight Folios, Smith worked at Cypress Wealth Services and held roles at the Wealth Academy of Georgia and Simplicity Financial Group. Smith is a partner in a financial marketing firm and serves as a licensed principal for a fixed-product focused agency that supports financial planning for other advisors. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm uses a team-of-advisers approach combined with proprietary planning software and AI tools, and it maintains sub-advisory relationships with other registered investment advisers.
Based on Insight Folios
Based on Insight Folios
Financial planning fixed fees typically range from $2,500 to $5,000
$0 - $999,999: 2.59% $1,000,000 - $1,999,999: 2.45% $2,000,000 - $4,999,999: 2.30% $5,000,000+: Negotiated
Certain advisors are licensed to accept commissions for sale of investment products; commissions are disclosed and clients may decline
Typically $250 per hour for financial planning services
Minimum fee: Financial Planning fixed fees typically range from $2,500 to $5,000; hourly fee is $250/hour
2350 Prince Ave, Suite 11
Athens, GA 30606
Georgia
Insight Folios Inc
2024 - Present (2 years)
Cypress Wealth Services, LLC
2022 - 2024 (2 years)
Wealth Academy of Georgia
2019 - Present (7 years)
Simplicity Group
2017 - 2019 (2 years)
Simplicity Financial Group/Asset Protectors & Advi
2014 - 2019 (5 years)
Asset Protectors & Advisors
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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