The London Company of Virginia

Fee-Only (% of Portfolio)

The London Company of Virginia manages investment portfolios for individuals and institutions. They offer several equity investment strategies, including small cap, mid cap, large cap, income equity, and international equity. The firm focuses on domestic equities with a conservative, long-term approach. They also provide sub-advisory services and manage accounts in wrap fee programs.

Assets Under Management$16B
Clients7,024
Advisors30
Avg. per Client$2.3M
Avg. per Advisor$530M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

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.

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Location

30 Advisors at this firm

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