Sheets Smith Investment Management (SSIM) manages investment portfolios using multi-strategy equity and dynamic asset allocation strategies. SSIM offers balanced portfolio strategies to accommodate various risk tolerances and time horizons. SSIM manages accounts that participate in wrap programs sponsored by various brokerage firms, as well as commission-free or commission-based accounts. SSIM aims to preserve capital and achieve competitive long-term returns.
Assets Under Management$130M
Clients126
Advisors3
Avg. per Client$1M
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For clients who participate in wrap programs, SSIM’s management fees vary from 0.25% to 0.75% of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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