The London Company of Virginia Review


Trust Score 96%
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The London Company of Virginia, federally registered in 1994, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 20 advisors. The London Company of Virginia manages $10.7 billion and provides investment advisory services for 6,007 clients (1:301 advisor/client ratio).

The London Company of Virginia requires a $10,000,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 301 clients (industry average 1:50)
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $10.7 billion
Average Account AUM $1,778,417
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $10,000,000
Minimum Annual Fee $100,000
Advisor / Client Ratio 1:301
Headquarters Richmond, VA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $100,000,000 1.00%
$100,000,001+ Negotiable


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