Gregory Garland is a CFA-designated registered investment advisor at Thompson Siegel & Walmsley LLC, based in Richmond, VA, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 302 clients with $21B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Rates shown are for the Asset Allocation (Balanced) strategy. Other strategies have separate fee schedules, and fees are negotiable.
Fee Estimator
Location
6641 West Broad Street, Suite 600, Richmond, VA, 23230
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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
Thompson Siegel & Walmsley LLC
Previous Registrations
Funds Distributor, LLCBroker
Old Mutual Investment PartnersBroker
Affiliated Bankers Capital, L.L.C.Broker
State Registrations2 states
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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