Smith Shellnut Wilson Review


Trust Score 84%
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Smith Shellnut Wilson, federally registered in 1995, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 7 advisors. Smith Shellnut Wilson manages $2 billion and provides investment advisory services for 271 clients (1:39 advisor/client ratio).

Smith Shellnut Wilson requires a $500,000 minimum investment and charges a blended rate between 1.50% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 39 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm has a disciplinary history
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History Yes
Total AUM $2 billion
Average Account AUM $8,671,435
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $7,500
Advisor / Client Ratio 1:39
Headquarters Madison, MS
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.50%
$1,000,001 to $4,000,000 1.00%
$4,000,001+ 0.75%


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