Smartx Advisory Solutions
DBA: Smartx Advisory Solutions Llc
105 S. NARCISSUS AVENUE, West Palm Beach, Florida 33401
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
of administration of the UMA. The Platform Fee typically ranges from 0.05% to 0.70% per annum. The Platform Fee will be calculated on the value of the assets held in the UMA less any amounts owed by the UMA (“Net Account Value”). The Platform Fee will vary based on the composition of the Mo
Source: Form ADV Part 2 BrochureCompensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.