| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
6641 West Broad Street, Suite 600, Richmond, VA, 23230
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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 →Wayne is the Chief Compliance Officer at Thompson, Siegel & Walmsley LLC and a registered representative of Funds Distributor, LLC. He also manages a rental property through Toluca Properties LLC and serves on the finance committee for St. Mary's Episcopal Church, dedicating minimal time to each.