Jonathan Moody is a CFA-designated registered investment advisor at The London Company of Virginia, based in Richmond, VA, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,024 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The London Company charges a percentage of your portfolio's value each year. The exact percentage depends on the investment strategy you choose and the amount you invest. Fees are negotiable, and some clients may pay more or less than others. The minimum account size is $10,000,000, but this may be waived at the London Company's discretion.
Location
1800 Bayberry Court, Suite 301, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The London Company of Virginia
State Registrations2 states
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