Colin Kelly is a CFA-designated registered investment advisor at The London Company of Virginia, based in Richmond, VA, with 6 years of industry experience. Colin 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 →Other Business Activities
Colin is an investment committee member for the YMCA of the Triangle Area since 2016, providing guidance to an outside manager and volunteering a minimal amount of time. This activity is not investment-related.
Employment History
Current Registrations
The London Company of Virginia
Previous Registrations
Curi Capital, LLC
Curi Capital
Kdi Capital Partners, LLC
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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