A complete list of active advisors currently associated with Smith, Michael, Glen
Warmer can help you find a great advisor at Smith, Michael, Glen or one who fits your needs even better.
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.
To learn more about the advisors currently working at Smith, Michael, Glen, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
McKinney, TX
| 2
|
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