Matthew Daniel
Matthew Daniel is a registered investment advisor at Thompson Davis Asset Management, based in Richmond, VA, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 300 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TDAM manages investments for the Seven Hills Capital Partners, LP fund and charges a management fee of 2.0% per year, calculated monthly on the fund's net assets. TDAM also charges a performance fee of 20% of net profits, calculated quarterly, subject to loss carryforward provisions and a high-water mark. The minimum capital contribution for new investors is $200,000, but this may be waived or reduced at TDAM's discretion for certain individuals.
Location
9030 Stony Point Pkwy, Ste 100, Richmond, VA, 23235
Get directionsHistory
Regulatory History (3)
Regulatory
August 2009Regulatory
April 2004Criminal
November 2000Employment History
Current Registrations
Thompson Davis Asset Management
Thompson Davis & CO., INC.
Thompson Davis & CO., INC.Broker
Previous Registrations
Thompson Davis & CO., INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
State Registrations3 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.