Assets Under Management
$129.7M
Number of Clients
126
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$43.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sheets Smith Investment Management, an affiliate of Sheets Smith Wealth Management, specializes in multi-strategy equity and dynamic asset allocation balanced portfolio management for both institutional and retail clients. The firm manages accounts that participate in wrap programs and those that are commission-based. They use a quantitative investment process and focus on preservation of capital.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
5600 NW Central Drive, Suite 221, Houston, TX, 77092