Our Services
Our primary focus is discretionary portfolio management. Financial planning and investment
advice support that relationship.
Discretionary portfolio management
We manage your investment portfolio on an ongoing, discretionary basis. You set the goals and risk parameters. We handle security selection, trading, rebalancing, and adjustments over time.
Included:
- Portfolio design tied to your goals and risk tolerance
- Ongoing trading and rebalancing
- Monitoring and adjustments as markets Change
- Coordination around contributions, withdrawals, and cash needs
- Regular reporting and reviews
Who it’s for: Individuals, families, and small business owners who want a professional handling day-to-day investment decisions.
Fees: 0.25% – 0.80% Annually
Financial planning
Planning gives the portfolio its direction. We cover retirement, Cash flow, and major life events, and revisit the plan as things change. Plans are practical and tied to what your money needs to do.
Investment advice
For questions outside the managed portfolio, we provide straightforward advice; what to do with a 401(k), how to think about concentrated stock, or whether a financial move makes sense, No jargon, no sales pitch.
Disclosure
SMEAC financial LLC is a registered investment adviser and acts as a fiduciary. Registration does not imply a certain level of skill or training. Investing involves risk, including possible loss of principal.
I am here for you
Are you looking for financial planning portfolio management services in Murfreesboro, TN?
Or do you just want a candid opinion regarding your current situation?
I gladly provide this to individuals, families, and small businesses and have for over 40 years. I am here to help you.
Portfolio Management & Financial Planning Services in Nolensville, TN.
Don't wait to reach out to us if you're ready to take your finances back into your control.
