Assets Under Management
$20.8B
Number of Clients
303
Number of Advisors
18
Average Client AUM
$68.7M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)
TSW offers investment advisory and management services in domestic equity, international equity, long/short equity, and fixed income. Services are offered through various investment vehicles to institutions, high-net-worth individuals, and retail channels. TSW also provides portfolio investment management services as an adviser or sub-adviser.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
6641 West Broad Street, Suite 600, Richmond, VA, 23230