David Thompson
David Thompson is a registered investment advisor at Symmetric Advisors INC, based in Minnetonka, MN, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $20M in assets under 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 $2.0M | 1.92% |
| $2.0M - $5.0M | 1.68% |
| $5M+ | 1.68% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Location
13911 Ridgedale Dr, Suite 250, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 1993Customer Dispute
June 1993Customer Dispute
January 1992Customer Dispute
April 1990Other Business Activities
David is the CEO, CIO, CFO, and Treasurer of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors, Inc. He dedicates minimal time to this role outside of trading hours.
Employment History
Current Registrations
Symmetric Advisors INC
Previous Registrations
Symmetric Investments, INC.Broker
Birchtree Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.