William Mckeithen is a registered investment advisor at Smith Shellnut Wilson, based in Ridgeland, MS, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 384 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Fee Estimator
Location
661 Sunnybrook Road, Suite 130, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Smith Shellnut Wilson
Previous Registrations
Duncan-Williams, INC.Broker
Ftn Financial Securities CORPBroker
Ftn Financial Securities CORPBroker
First Tennessee Securities CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.