MS
CFA

Matthew Stafford Soule

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
303 clients
Average Client Portfolio
$68.7M average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

TSW charges a fixed-percentage annual fee based on assets under management, as detailed in the Investment Management Agreement (IMA). A minimum asset amount of $1,000,000 is required for new high-net-worth client accounts. Minimums for institutional accounts are $10,000,000, with International strategies requiring $50,000,000. Fees are subject to negotiation and may vary based on assets, complexity, and other factors.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

6641 West Broad Street, Suite 600, Richmond, VA, 23230

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thompson Siegel & Walmsley LLC
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Nationwide Fund Distributors LLCBroker
November 2013 - August 2016 · 2 yrs 9 mos
State Registrations3 states
MATXVA
Advisor
Exams
No exam information available for this advisor.