Rocco Ranieri is a CFA-designated registered investment advisor at The London Company of Virginia, based in Richmond, VA, with 30 years of industry experience. Rocco 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.55% |
| $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
Location
1800 Bayberry Court, Suite 301, Richmond, VA, 23226
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
The London Company of Virginia
Previous Registrations
Harbor Funds Distributors, INC.Broker
Cdc Ixis Asset Management Distributors, L.P.Broker
State Street Research Investment Services, INC.Broker
Evergreen Investment Services, INC.Broker
State Registrations1 state
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
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