Wilbanks, Smith & Thomas Asset Management, LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

N/A

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

N/A

About This Firm

Wilbanks, Smith & Thomas Asset Management, LLC (WST) provides investment services for individuals, pension and profit sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations and endowments. WST also offers advisory services through a platform of investment strategies that focus on improving risk-adjusted return through rules-based, risk-managed investment frameworks.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

150 West Main Street, Ste 1700, Norfolk, VA, 23510

0 Advisors at this firm

No advisors found for this firm.