Kevin Fitzsimmons is a registered investment advisor at Smith Shellnut Wilson, based in Ridgeland, MS, with 25 years of industry experience. Kevin 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
D.A. Davidson & CO.Broker
Fig Partners, LLCBroker
Hovde Group, LLCBroker
Sandler, O'neill & Partners, L.P.Broker
Prudential Securities IncorporatedBroker
Credit Suisse First Boston CorporationBroker
State Registrations1 state
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.