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...
See more
Loading...
Assets Under Mgmt
$4.75B
Investment Professionals
21
Locations
3
% 401K & Individual
% Discretionary
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.