William Smith is a registered investment advisor at Smith Thornton Advisors, LLC, based in Huntsville, AL, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 327 clients with $730M 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 $100K | 2.50% |
| $100K - $1000K | 2.00% |
| $1.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fees are negotiable. For accounts under $100,000, a fixed fee may be charged instead of a percentage.
Fee Estimator
Location
626 Clinton Avenue West, Suite 100, Huntsville, AL, 35801
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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
William is the Board Chair for the Boys & Girls Club of North Alabama, dedicating minimal time. He also works as a part-time instructor at the University of Alabama, teaching college-level courses for about 10-20% of his time.
Employment History
Current Registrations
Smith Thornton Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations2 states
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