Smith, Michael, Glen
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides non‑discretionary investment advisory services and portfolio management to high‑net‑worth individuals, foundations, endowments, trusts, qualified plans and selected institutional accounts. It typically recommends third‑party portfolio managers, monitors those relationships, and delivers periodic performance reporting and annual reviews.
Its investment process emphasizes fundamental research and tailored asset allocation that accounts for clients’ objectives, risk tolerance, tax considerations, liquidity needs and time horizon, and it may include alternative investments when appropriate. The firm conducts due diligence on recommended portfolio managers, oversees those managers on an ongoing basis, and performs quarterly portfolio reviews while generally not exercising trading discretion.
Noteworthy aspects compared with peers include an operational affiliation with an accounting firm that focuses on taxation for high‑net‑worth clients and controls to segregate and protect client information, and the principal’s ongoing advisory role with a private family office of approximately $70 million in assets. The firm also uses an hourly billing model rather than a percentage‑of‑AUM fee and focuses on selecting and monitoring external managers, features that are relatively uncommon among similar investment managers.
Client services
Expertise
Fee options
$275 per hour
Fee-only: $275 per hour
Main office
Mc Kinney TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Smith, Michael G · Smith, Michael, Glen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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