Matthew Nicholson-Lewis
Matthew Nicholson-Lewis is a CFA-designated registered investment advisor at Kennondale Capital Management, based in Richmond, VA, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
The Kennondale Small Cap Value, Kennondale Concentrated, and client-specific strategies generally charge 1.00% per year. Fees are negotiable.
Fee Estimator
Location
6800 Paragon Place, Suite 201, 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
Kennondale Capital Management
State Registrations1 state
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