The London Company of Virginia
Assets Under Management
$16.0B
Number of Clients
7,024
Number of Advisors
29
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$552.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
The London Company of Virginia offers investment management services to individuals and institutions. They manage portfolios with a focus on domestic equities and a long-term, conservative approach. They offer separately managed accounts, sub-advisory services, and participate in wrap fee programs. They also provide model portfolios to other firms. The firm manages various equity strategies, including small cap, mid cap, large cap, income equity, and concentrated strategies.
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% |
This fee schedule applies to International Equity and International Equity - ADR strategies. Concentrated and All Cap 25 strategies charge 1.00% on the first $100,000,000, then fees are negotiable. Income Equity and Large Cap strategies charge 0.75% on the first $50,000,000, 0.65% on the next $50,000,000, and 0.60% on the remaining amount. Mid Cap strategy charges 0.75% on the first $25,000,000, 0.65% on the next $25,000,000, 0.55% on the next $50,000,000, and 0.50% on the remaining amount. Small Cap and Small-Mid Cap strategies charge 1.00% on the first $100,000,000 and $50,000,000 respectively, 0.85% on the next $50,000,000 for Small-Mid Cap, and 0.70% on the remaining amount for Small-Mid Cap. Fees are negotiable at all levels.
Fee Estimator
Areas of Practice
Location
1800 Bayberry Court, Suite 301, Richmond, VA, 23226