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They include 290 individual clients, 10 high-net-worth individuals and 10 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Prentiss Smith & Company offer?","answer":"Prentiss Smith & Company provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Prentiss Smith & Company charge?","answer":"Prentiss Smith & Company charges 0.55%–0.75% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"ADV 2A BROCHURE AMENDED, JUNE 18, 2026, filed 18 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Prentiss Smith & Company use?","answer":"Prentiss Smith & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $353M and Chevy Chase Trust (Baltimore, MD), with $69.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Prentiss Smith & Company have?","answer":"Prentiss Smith & Company has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Prentiss Smith & Company invest in?","answer":"At the end of its last fiscal year, Prentiss Smith & Company’s separately managed accounts held 39% exchange-traded equities, 28% cash and equivalents, 20% U.S. government and agency bonds, 5% state and local bonds, 4% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Prentiss Smith & Company have a minimum investment?","answer":"Yes, Prentiss Smith & Company’s minimum account size for its Investment Advisory Services is $250K.","source":"ADV 2A BROCHURE AMENDED, JUNE 18, 2026, filed 18 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Prentiss Smith & Company?","answer":"Prentiss Smith & Company’s direct owners are Prentiss Smith, Elizabeth Smith, Jazmin E. Smith Trust, Whitney Smith, Noah Smith and Aidan Smith, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Prentiss Smith & Company get paid?","answer":"Prentiss Smith & Company is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Prentiss Smith & Company?","answer":"Prentiss Smith & Company’s main office is at 950 Western Avenue, Brattleboro, VT 05301. Its phone number is 802-254-2913. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}