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Practice Management > Compensation and Fees

John Smartt

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John M. Smartt, Jr., CPA

2001 Partridge Run Lane

Knoxville, Tennessee 37919

Phone and fax: 865-588-4159

[email protected]

Year practice began: 1993

Number of advisors in office: 1

Number of clients: 47 (36 investment management clients, 11 hourly clients)

Compensation method(s): Fee-only, based on project and/or percentage of assets under management

Fee for managing assets: 0.50% ($100,000 minimum)

Hourly rate: $150

Client demographics: Professionals, retirees, and “good savers” from North Carolina to California

Education: BS in economics from the Wharton School of the University of Pennsylvania; MBA in accounting from the University of Michigan

Previous incarnations: 18 years on the audit staff of Price Waterhouse, law firm administrator, member of the campaign staff of Senator Albert Gore, Sr.

Professional designations: CPA

Outside interests: Habitat for Humanity volunteer construction supervision, church choir, foreign travel (especially in the United Kingdom)