Stedman Oakey is a CFA-designated registered investment advisor at Thompson Siegel & Walmsley LLC, based in Richmond, VA, with 13 years of industry experience. Stedman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 302 clients with $21B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Rates shown are for the Asset Allocation (Balanced) strategy. Other strategies have separate fee schedules, and fees are negotiable.
Fee Estimator
Location
6641 West Broad Street, Suite 600, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Thompson Siegel & Walmsley LLC
State Registrations1 state
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Exams
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