WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
Norfolk, Virginia
Wilbanks, Smith & Thomas Asset Management, LLC is a highly regarded local investment advisory firm headquartered in Norfolk, VA. With a strong presence in the industry, the company operates from four offices strategically located across the region. Committed to delivering exceptional financial solutions, Wilbanks, Smith & Thomas Asset Management, LLC boasts a dedicated team of 45 professionals, 21 of whom specialize in providing expert investment advisory services. The firm's impressive track record is evident in its average assets under management per investment advisor, which stands at approximately $226,410,000. This figure su...
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Assets Under Mgmt

$4.75B

Investment Professionals

21

Locations

3

% 401K & Individual

11%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
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