W.B. Smith & Company specializes in managing fixed income assets for individuals and institutions. The firm provides economic and market analysis, credit and market research, and trading expertise to help clients make informed decisions about the fixed income market. W.B. Smith & Company's services are accessed through direct portfolio management or consulting agreements with fiduciary institutions.
Assets Under Management$310M
Clients5
AdvisorsN/A
Avg. per Client$61M
Avg. per AdvisorN/A
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
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Location
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