TM
TM

Timothy Mccoy

22 Years of Experience
Richmond, VA
2 Disclosures

Timothy Mccoy is a registered investment advisor at The London Company of Virginia, based in Richmond, VA, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,122 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
6,122 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$14.9B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.70%
$50.0M - $100.0M0.65%
$100.0M - $250.0M0.55%
$250M+0.50%

Rates vary by investment strategy. The schedule shown reflects the International Equity strategy. Other strategies range from 0.50% to 1.00% as a starting rate. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 Bayberry Court, Suite 301, Richmond, VA, 23226

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History

Regulatory History (2)
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Customer Dispute
January 2008
Denied
Customer Dispute
December 2001
Denied
Employment History
Current Registrations
The London Company of Virginia
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Thompson Siegel & Walmsley LLC
February 2006 - May 2011 · 5 yrs 3 mos
Thompson Siegel & Walmsley INC
January 2001 - December 2002 · 1 yr 11 mos
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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