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Brett R Smith (Lafayette)


Brett R Smith is a large advisory firm based in Lafayette. It manages $40 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.

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Brett R Smith provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brett R Smith: assets under management

The assets under management (AUM) of Brett R Smith is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brett R Smith for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Brett R Smith performs its advisory services is located at 1285 Cimarron Drive, Lafayette, CO 80026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-604-0505 or by fax 303-604-0488. The normal business hours are 8:00am 5:00pm on Monday - Friday. You can find more information about the New York firm at www.brettrsmithassoc.com.


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