Charles Perkins is a CFA-designated registered investment advisor at The London Company of Virginia, based in Richmond, VA, with 6 years of industry experience. Charles 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 →Employment History
Current Registrations
The London Company of Virginia
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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