Stephen Thompson
Stephen Thompson is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Gun Barrel City, TX, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B 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 | 2.00% |
Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Gun Barrel City, TX
Get directionsHistory
Regulatory History (1)
Financial
October 2023Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Missionsquare Wealth ManagementBroker
Voya Financial Partners, LLCBroker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
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Woodlands Securities CorporationBroker
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.