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).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $550,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Advisors Trust Planning And Investment Company
Showing 1 - 1 of 1 top financial advisors.
1
Richard M. Smarg
CRD#: 816052
1185 Immokalee Road, Suite #120, Naples, FL 34110
86
Wealthminder
score

Richard Smarg (CRD# 816052) is an Investment Advisor Representative working at Advisors Trust Planning And Investment Company in Naples, FL and has over 19 years of experience in the finance industry.

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