Frank Smith is a CFA-designated registered investment advisor at Smith Shellnut Wilson, based in Ridgeland, MS, with 19 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 380 clients with $6.9B 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 $1.0M | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees are for discretionary accounts and are negotiable. Non-discretionary accounts generally have lower fees. Fixed-fee arrangements and minimum annual fees may apply at the firm's discretion.
Fee Estimator
Location
661 Sunnybrook Road, Suite 130, Ridgeland, MS, 39157
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Frank owns F.W. Smith Farms, LLC, a tree farm, and dedicates minimal time to it. Frank also works as a self-employed expert witness in a lawsuit, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Smith Shellnut Wilson
State Registrations2 states
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.
Exams
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