Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.85% |
| $4.0M - $5.5M | 0.75% |
| $5.5M - $7.0M | 0.70% |
| $7.0M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees may be adjusted based on various factors, and clients engaged after July 1, 2021 with less than $1 million in assets may pay a higher percentage advisory fee.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets managed (see table). For clients who engaged the firm after July 1, 2021, and maintain less than $1 million in assets, a higher percentage advisory fee than 1.00% will apply. The firm generally requires a $1,000,000 portfolio minimum, but this may be reduced or waived at the firm's discretion. Fees are deducted quarterly in advance. Fee amounts may vary based on several factors, potentially resulting in different fees for similarly situated clients.
Areas of Practice
Advisor Information
Office location
9030 Stony Point Parkway, Suite 160, Richmond, VA, 23235
Get directionsRegulatory History (1)
Customer Dispute
May 2022Other Business Activities
Julie serves as the chair of Westover Episcopal Church's investment committee since 2004, managing accounts held at Charles Schwab & Company (formerly Davenport/Truist Wealth). She dedicates minimal time to this volunteer role, which involves reviewing statements, attending meetings, and monitoring accounts.