Renee' Smith
Advisor at Hendley & Co. Inc.
Updated today
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.
About
Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.
Fee options
$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.90% $1,500,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Account minimum: Under $100,000 (clients with portfolios under $100,000 may be accepted at the firm's sole discretion based on various factors)
Location
822 Adair Avenue
Zanesville, OH 43701
Most active in
Renee' S has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
Hendley & Company, Inc.
1984 - Present (42 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Thomas L
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Saunix Investment Management, LLC
Chad T
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Independent Advisor Alliance, llc
Benjamin F
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Creative Financial Designs, Inc.
David W
Series 66
Zanesville, OH
Kestra Private Wealth Services, LLC
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