William Smith
William Smith is a registered investment advisor at Gibbs Wealth Management, LLC, based in Birmingham, AL, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
2081 Columbiana Road, Birmingham, AL, 35216
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Regulatory History (1)
Regulatory
January 2008Other Business ActivitiesSells Insurance
William is the owner of Bill Smith Wealth Management, LLC. He dedicates full-time hours to this investment-related activity, which includes fixed, life, and long-term care insurance.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.