BT
BT

Brian Thomson

18 Years of Experience
Logan, UT
Broker

Brian Thomson is a registered investment advisor at Beacon Capital Management, INC., based in Logan, UT, with 18 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 10,456 clients with $4.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
10,456 clients
Average Client Portfolio
$407K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.55%
$500K - $1.0M0.35%
$1M+0.15%

Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beacon Capital Management, INC.
November 2022 - Present · 3 yrs 11 mos
Sammons Financial Network, LLC
November 2022 - Present · 3 yrs 11 mos
Sammons Financial Network, LLCBroker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
February 2022 - October 2022 · 8 mos
Bfc Planning, INC.
February 2022 - October 2022 · 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2022 - October 2022 · 8 mos
Securities Management & Research, INC.Broker
February 2022 - October 2022 · 8 mos
LPL Financial LLCBroker
August 2021 - April 2022 · 8 mos
LPL Financial LLC
August 2021 - April 2022 · 8 mos
LPL Financial LLC
March 2021 - July 2021 · 4 mos
LPL Financial LLCBroker
March 2021 - July 2021 · 4 mos
Cetera Advisors LLC
October 2019 - April 2020 · 6 mos
Cetera Advisors LLCBroker
December 2016 - April 2020 · 3 yrs 4 mos
Cetera Financial Specialists LLCBroker
December 2016 - November 2017 · 11 mos
Cetera Advisor Networks LLCBroker
December 2016 - November 2017 · 11 mos
Cetera Investment Services LLCBroker
December 2016 - November 2017 · 11 mos
First Allied Securities, INC.Broker
December 2016 - November 2017 · 11 mos
Summit Brokerage Services, INC.Broker
December 2016 - November 2017 · 11 mos
Girard Securities, INC.Broker
December 2016 - November 2017 · 11 mos
Ivy Funds Distributor, INC.Broker
May 2014 - December 2014 · 7 mos
Waddell & ReedBroker
May 2014 - December 2014 · 7 mos
Pacific Select Distributors, INC.Broker
August 2012 - April 2014 · 1 yr 8 mos
Financial Network Investment CorporationBroker
February 2012 - July 2012 · 5 mos
Multi-Financial Securities CorporationBroker
February 2012 - July 2012 · 5 mos
Primevest Financial Services, INC.Broker
February 2012 - July 2012 · 5 mos
Ameriprise Financial Services, INC.Broker
June 2010 - September 2011 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2002 · 1 yr 5 mos
Morgan Stanley Dean Witter Online INC.Broker
July 2000 - November 2000 · 4 mos
Fidelity Brokerage Services, INC.Broker
September 1996 - April 2000 · 3 yrs 7 mos
State Registrations1 state
UT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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