Smithbrook, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,193,904
Total clients
20
65% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
10
Average account size
$3,859,695
Client services
Fee options
Fixed project fees for Consolidated Reporting Services typically $1,000 to $2,500 or more
$0 - $3,000,000: 0.95% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.55%
Typically $250/hour for Consolidated Reporting Services
Account minimum: $3,000,000 Minimum fee: $28,500 minimum annual fee, billed quarterly in arrears; may be negotiated lower at Adviser’s discretion
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Smithbrook, LLC
Bend OR, United States
Number of offices
2
Forms ADV
Quick links
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