Smart Money Advisors, LLC

Smart Money Advisors, LLC (CRD# 140306) is a financial advisory firm headquartered in Fenton, MI. They manage $1,200,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $70,588
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
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.

MI

Financial Advisors at Smart Money Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lue B. Xiong
CRD#: 2933902
14165 N. Fenton Rd., Suite 104b, Fenton, MI 48430
96
Wealthminder
score

Lue Xiong (CRD# 2933902) is an Investment Advisor Representative working at Smart Money Advisors, LLC in Fenton, MI and has over 18 years of experience in the finance industry. Lue Xiong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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