Advisor at East Valley Wealth LLC
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Firm
East Valley Wealth LLC
Location
Gilbert, AZ 85234
Credentials
Series 65
Industry experience
4 years
Undrea Smith is a financial advisor at East Valley Wealth LLC in Gilbert, AZ, holding a Series 65 designation with four years of industry experience. She is also the owner of East Valley Retirement, where she provides retirement and insurance solutions. East Valley Wealth LLC offers discretionary investment management, financial planning, and retirement plan services to individuals and families. The firm manages a small client base using a combination of equities, fixed income, mutual funds, ETFs, and third-party model portfolios, supplemented by risk-tolerance assessments and educational seminars.
Based on East Valley Wealth LLC
Fixed fee for financial planning services ranging from $2,000 to $10,000
$0 - $250,000: 1.75% $250,000.01 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% More than $1 million+: 1.00%
$300 - $500 per hour for financial planning services
Account minimum: $250,000
366 N Gilbert Rd, Suite 205
Gilbert, AZ 85234
Arizona · Wisconsin
East Valley Wealth LLC
2021 - Present (5 years)
East Valley Retirement
2011 - Present (15 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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