Thomas Thompson
Thomas Thompson is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Arlington, TX, with 37 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.
Fee Estimator
Location
Arlington, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Previous Registrations
The Principal/eppler, Guerin & Turner, INC.Broker
State Registrations8 states
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.
Exams
More Advisors
- Walter Virden, CFPMomentum Independent Network INC.
- Loyd Beacham, CFPPNC Wealth Management
- Nathan Hill, CFPCerity Partners Retirement Plan Consultants
- Richard English, ChFCFourstar Wealth Advisors, LLC
- Charles Blauvelt, ChFCEdward Jones
- Ann Nguyen, ChFCState Farm Investment Management CORP.