Geoffrey Thompson
Geoffrey Thompson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 33 years of industry experience. Geoffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Bloomfield Hills, MI
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 1998Customer Dispute
June 1995Other Business ActivitiesSells Insurance
Geoffrey rents a cottage he owns in Michigan, dedicating minimal time to this activity. He is also a wealth advisor and CFP, selling life, health, disability, LTC, and fixed annuities, spending a few hours per week on this. Geoffrey also has two entities for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
Olde Discount CorporationBroker
State Registrations12 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
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