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The fee is negotiable.","source":"SMITH, SALLEY & ASSOCIATES, LLC BROCHURE, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Smith, Salley & Associates use?","answer":"Smith, Salley & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.46B and National Financial Services LLC (Boston, MA), with $1.43B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Smith, Salley & Associates have?","answer":"Smith, Salley & Associates has 16 investment adviser representatives registered with state securities authorities, out of 18 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Smith, Salley & Associates invest in?","answer":"At the end of its last fiscal year, Smith, Salley & Associates’ separately managed accounts held 69% exchange-traded equities, 12% state and local bonds, 6% U.S. government and agency bonds, 4% high-yield corporate bonds, 4% cash and equivalents, 2% investment grade corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% other. 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