Thomas Sheehan is a registered investment advisor at Round Oak Capital LLC, based in Charlottesville, VA, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable, except in limited circumstances, such as when several members of the same family have accounts or a client maintains a much larger than average account value or the amount of work involved is less than normal.
Fee Estimator
Location
969 2nd Street Se, Charlottesville, VA, 22902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Round Oak Capital LLC
Previous Registrations
Round Oak Capital LLC
State Registrations2 states
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