Stuart Dillard is a registered investment advisor at 3chopt Investment Partners LLC, based in Richmond, VA, with 21 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 201 clients with $740M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fee rates can vary by account size. For investments in private funds or companies, 3Chopt charges an additional $250 per investment annually for administrative services.
Fee Estimator
Location
1801 Libbie Avenue; Suite 106, 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 →Other Business Activities
Stuart is a board member at the Country Club of Virginia since 2020, dedicating minimal time to board and committee work. This activity is not investment-related.
Employment History
Current Registrations
3chopt Investment Partners LLC
Previous Registrations
Funds Distributor, LLCBroker
Old Mutual Investment PartnersBroker
Thompson Siegel & Walmsley LLC
Anderson & Strudwick, IncorporatedBroker
State Registrations2 states
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