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State DirectorySmith Portfolio Review Service LLC
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- Phone:
Main - 646-634-3629
- Address:
- 610 Victory Blvd Staten Island, NY 10301
- Email:
- Category
- Financial Services
- Services / Products
- Investment Portfolio Reviews. We are a fee-only investment advisor using the industrys leading portfolio analysis software to produce Portfolio Reviews for people managing their own investment accounts. Portfolio Reviews are our only business. We review our clients portfolios regardless of where their accounts are today and we can aggregate multiple accounts clients have at banks, brokerage firms, mutual fund companies or with their employer. Fees are $800 for portfolios under $100,000; $1,600 for portfolios between $100,000 and $300,000; and $2,400 for portfolios over $300,000.
- Payment Options
- Location
- Certified Investment Management Analyst (CIMA) is a service mark of the Investment Management Consultants Association. Inc. and denotes the highest quality of standa
- Neighborhoods
- Silver Lake, North Shore
- Accreditation
CIMA, Certified Investment Management Analyst
- Associations
- Certified Investment Management Analyst (CIMA) is a service mark of the Investment Management Consultants Association. Inc. and denotes the highest quality of standards and education for financial professionals For more information, please visit www.imca.org.
General Info
I opened Smith Portfolio Review Service to provide independent investors with access to an affordable, experienced, professional second opinion on their investment portfolio. I?ll review your portfolio using the industry?s leading portfolio analysis software and share with you the insight I?ve gained during my 27 year career on the Street. I?ll personally spend a few hours of my time reviewing your portfolio then we?ll meet to have a discussion about what I see. That?s it. I don?t sell stocks, bonds, mutual funds, financial plans or insurance. There?s no sales pressure, no commissions, no hidden fees. We won?t even ask you to transfer your account. Keep your portfolio where it is. Come to us for a Portfolio Review and a second opinion on what it is you?re doing?or what your broker is doing. Portfolio Reviews. 30 years of my experience. A couple hours of your time.