John Smartt (CPA)
John Smartt focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Estate & Generational Planning Issues
- Federal Employees
- High Net Worth Client Needs
- Hourly
- AUM
- Business Owners
- Estate & Generational Planning Issues
- Federal Employees
- High Net Worth Client Needs
- Hourly
Planning Specialties
Investment returns are maximized and both investment risk and capital gains taxes are reduced by using broadly diversified, very low cost, low portfolio turnover Vanguard mutual funds and ETFs. Custody of client assets is through TD Ameritrade Institutional Serivces.
Minimum account size: $100,000 or headed there. Investment Management Service fee: 1/2% per year, billed quarterly
Additional Information
Vanguard mutual funds and EFTs are used to minimize costs, including income tax costs. I believe that long term investment returns, per unit of risk borne, are maximized through a "buy-and-hold" approach to investing.
My passions include volunteer construction work with Habitat for Humanity International, three international trips so far, and 2-3 days per week of volunteering with the local, Knoxville HFH affiliate.
NAPFA Start Date
July 25, 2002