MS
CFA
MS
CFA

Matthew Stafford Soule

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
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
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

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

Get directions

History

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.

Learn about disclosures →
Employment History
Current Registrations
Thompson Siegel & Walmsley LLC
September 2016 - Present · 9 yrs 5 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.