Smith Shellnut Wilson (SSW) offers investment management services, both with and without the ability to make trades without asking first, for individuals, trusts, businesses, and financial institutions. SSW also provides financial planning services, including retirement readiness and cash flow projections, and consulting services, such as asset management and valuation reviews. SSW is a subsidiary of b1BANK. SSW assists clients in determining investment goals and risk tolerance levels. SSW develops customized investment portfolios for clients using a mix of domestic and foreign equities, fixed income securities, mutual funds and exchange traded funds and other products deemed suitable for the client.
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 negotiable. Fees are generally lower for non-discretionary accounts.