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Smith & Howard Wealth Management, LLC

Smith & Howard Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $490.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 542
      Accounts
    • $904.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Robert Lloyd Kaercher
April 2010
Timothy Fair Agnew
March 2003
Bradley Dale Swinsburg
August 2016
Valerie Nichols
August 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Smith & Howard, P.C. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Timothy Fair Agnew President, Chief Compliance Officer June, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges