Smith W B & CO INC
Assets Under Management
$305.2M
Number of Clients
5
Number of Advisors
N/A
Avg. Portfolio per Client
$61.0M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
W.B. Smith & Company specializes in managing fixed income investments for individuals and institutions. They offer economic and market analysis, implement investment strategies, and report results. They also provide credit and market research to evaluate investment risks and returns. W.B. Smith & Company's services are accessed through direct portfolio management or consulting agreements.
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
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Location
MA, United States
0 Advisors at this firm
No advisors found for this firm.