Virginia Koontz
Virginia Koontz is a CFP-designated registered investment advisor at Steward Partners Investment Advisory, LLC, based in Culpeper, VA, with 11 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
317 S. West Street, Culpeper, VA, 22701
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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.
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Virginia is an employee of Freedom Street Partners, a support company, and spends minimal time there. She is also the treasurer for PlayDate, Inc., a non-profit children's museum, dedicating a few hours per week, and the owner/farmer of Hoot Owl Hollar Farm, LLC, spending about 10-20% of her time there.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Piedmont Wealth Management
State Registrations15 states
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