SSB&T Wealth offers investment management services, creating portfolios based on clients' financial situations, risk tolerance, and time horizons. They invest in bond accounts, mutual funds, and exchange-traded funds (ETFs). SSB&T Wealth also provides wealth planning services to help clients achieve their financial goals. They charge a flat fee for financial plans, which include data gathering, goals assessment, cash flow planning, retirement planning, insurance review, income tax analysis, and estate plan review. SSB&T Wealth offers advisory services on a discretionary and non-discretionary basis.
Assets Under Management$450M
Clients168
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are charged quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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