Danny Thompson
Danny Thompson is a registered investment advisor at Thompson Financial Advisors, based in N. Chesterfield, VA, with 3 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-to-client basis. The firm may charge a lesser management fee based upon certain criteria (minor children of current clients, individual and joint accounts for a spouse, and other types of related accounts). The firm may also aggregate assets for household totals and other circumstances.
Fee Estimator
Location
N. Chesterfield, VA
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 →Other Business ActivitiesSells Insurance
Danny owns DTFinancial, an insurance business, since 2003. He spends about 30 hours per week managing the business and selling insurance.
Employment History
Current Registrations
Thompson Financial Advisors
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.