Timothy Thompson
Timothy Thompson is a registered investment advisor at Osaic Wealth, INC., based in Glen Allen, VA, with 36 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
301 Concourse Boulevard, Suite 140, Glen Allen, VA, 23059
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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 →Other Business ActivitiesSells Insurance
Timothy is an insurance agent since 1991, providing needs-based analysis for life, disability, and long-term care insurance. He is also the President of Old Dominion Asset Management Inc. and will serve as Power of Attorney/Executor for his uncle's estate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLCBroker
H. Beck, INC.Broker
Old Dominion Asset Management INC.
Investors Security Company, INC.Broker
Jmc Financial CorporationBroker
Branch, Cabell and CompanyBroker
F.N. Wolf & CO., INC.Broker
State Registrations19 states
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