TrueAdvisor
TrueAdvisor
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Zolly Cornell Bowden

Sheets Smith Investment Management, LLC
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Sheets Smith Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
126 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$129.7M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

5600 NW Central Drive, Suite 221, Houston, TX, 77092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sheets Smith Investment Management, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Sheets Smith Wealth Management
January 2005 - March 2020 · 15 yrs 2 mos
Atlantic Capital Management LTD
December 2001 - March 2004 · 2 yrs 3 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.