Thompson Siegel & Walmsley LLC
Assets Under Management
$20.8B
Number of Clients
303
Number of Advisors
18
Average Client AUM
$68.7M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)
About This Firm
TSW provides investment advisory and management services in domestic equity, international equity, long/short equity, and fixed income. Services are offered through various investment vehicles to institutions, high-net-worth individuals, and retail channels. TSW also manages investment companies, private funds, and wrap programs.
Fee Structure
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
Location
6641 West Broad Street, Suite 600, Richmond, VA, 23230