Stephen Yee Fai
Ho
Thompson Siegel & Walmsley LLC
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About this Advisor
Stephen Yee Fai Ho is a chartered financial analyst who works in Richmond, Virginia, with 1 year of relevant experience. Ho is an advisor for Thompson Siegel & Walmsley LLC. Over the course of their career, they have held roles at Wedge Capital Management, Full Time Education and Thompson, Siegel & Walmsley LLC. Ho is able to operate in Virginia. Thompson Siegel & Walmsley LLC is a financial advisory business that has its headquarters in Richmond, VA. It manages $18 billion in total assets between its 4,952 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 21 charitable organizations. Of its 4,952 customer accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fees charged by Thompson Siegel & Walmsley LLC most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thompson Siegel & Walmsley LLC Brokerage Details
$17,550,000,000
67
4,952
$3,544,023
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Stephen Yee Fai Ho Work History
Stephen Yee Fai has been registered as a financial advisor for 1 years.*
Thompson, Siegel & Walmsley LLC
Wedge Capital Management
Full Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Yee Fai Ho to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thompson Siegel & Walmsley LLC
Richmond, VA
Newton, MA
Richmond, VA
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Bryn Mawr, PA
Richmond, VA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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