Barry C. Smith (Jackson)


Barry C. Smith is a large advisory firm based in Jackson. It manages $28.06 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2003.

Barry C. Smith provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Barry C. Smith: assets under management

The assets under management (AUM) of Barry C. Smith is $28.06 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $27.55 million in discretionary accounts and $513.47 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $724.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.68 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barry C. Smith for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jackson

The principal office where Barry C. Smith performs its advisory services is located at 6360 I 55 North, Ste. 190, Jackson, MS 39211, 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 601-957-6006 or by fax 601-957-6986. The normal business hours are 8:00-4:30pm on Monday - Friday.

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