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Smith, Moore & Co.

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Total assets under management

$2,008,286,156

More info

Total clients

3,852

32% high-net worth

Total advisors

50

of 65 employees

Firm size

Multi Team

Average clients per advisor

77

Average account size

$521,362

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

0.5% to 3% annually, negotiable based on assets and other factors

Commissions

Financial advisors also offer brokerage and insurance services separately and receive commissions or transaction-based compensation for those services.

Project-based

Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable per client agreement.

Other

Minimum fee: Minimum investment management fee of $400 annually for Open Architecture Advisory Plan (unless exceptions apply) Fee-only: Investment advisory services offered on a fee-only basis; fees are calculated based on market value of assets under management and charged quarterly in arrears.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Smith, Moore & Co.

7777 Bonhomme Avenue, Suite 2400

Clayton MO 63105, United States

Number of offices

11

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 314-727-5225

Advisors at this firm

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Jaret P

Series 66

Clayton, MO

Smith, Moore & Co.
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Matthew B

CFP®, Series 63

Moberly, MO

Smith, Moore & Co.
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Cory D

Series 66

Clayton, MO

Smith, Moore & Co.
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Austin A

Series 66

Overland Park, KS

Smith, Moore & Co.
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Alex L

Series 63, Series 65

Jefferson City, MO

Smith, Moore & Co.
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Ian R

Series 66

Clayton, MO

Smith, Moore & Co.
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Carl F

Series 63, Series 66

Columbia, MO

Smith, Moore & Co.
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Thomas L

Series 63, Series 65

Brandon, MS

Smith, Moore & Co.
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Troy V

Series 63, Series 65

Kirksville, MO

Smith, Moore & Co.
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Todd B

Series 66

Brandon, MS

Smith, Moore & Co.
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Thomas G

Series 63, Series 65

Chesterfield, MO

Smith, Moore & Co.
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Lauren M

CFP®, Series 66

Effingham, IL

Smith, Moore & Co.
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Stefanie K

Series 66

Chesterfield, MO

Smith, Moore & Co.
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Timothy B

Series 63, Series 66

Fulton, MO

Smith, Moore & Co.
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Kyle S

Series 66

Clayton, MO

Smith, Moore & Co.
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