Thompson, Siegel & Walmsley (TSW) offers investment management services in domestic and international equities, long/short equity, and fixed income. TSW serves institutions, high-net-worth individuals, and retail channels. TSW manages investments in wrap-fee programs. TSW does not provide tax or legal advice.
Fee Structure
TSW charges a percentage-based fee annually for investment advisory services, based on the value of your investments. The exact fee varies depending on the specific investment strategy and the amount you invest. Fees are negotiable and can vary based on factors like the amount of assets managed and the complexity of your situation. TSW requires a minimum asset amount of $1,000,000 for a new high-net-worth client account. Minimum asset requirements for separately managed institutional accounts are $10,000,000, with International strategies requiring $50,000,000.