Advisors Trust Planning And Investment Company
Advisors Trust Planning And Investment Company (CRD# 142282) is a financial advisory firm headquartered in Naples, FL. They manage $22,000,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$550,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Richard Smarg (CRD# 816052) is an Investment Advisor Representative working at Advisors Trust Planning And Investment Company in Naples, FL and has over 18 years of experience in the finance industry.