SI
CFA
SI
CFA

Sarah G Innes

10 Years of Experience
Broker
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
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Location

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

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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.

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Other Business Activities

Sarah is a Business Development Director at Thompson, Siegel & Walmsley LLC, dedicating full-time hours to this role. She also co-owns multiple rental properties and is an owner of farming and real estate holding companies, but spends minimal time on these activities.

Employment History
Current Registrations
Thompson Siegel & Walmsley LLC
February 2016 - Present · 10 yrs
Funds Distributor, LLC
November 2015 - Present · 10 yrs 3 mos
Funds Distributor, LLCBroker
November 2015 - Present · 10 yrs 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.