Erik Thompson is a registered investment advisor at Peerless Wealth, based in Columbus, OH, with 26 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
For option trading, the annual advisory fee is 2.50% with no minimum or maximum portfolio size. Fees may be negotiable.
Fee Estimator
Location
1 E Campus View Blvd., Suite 210, Columbus, OH, 43235
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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 Activities
Erik owns multiple rental properties and is involved with several LLCs, including S&E Thompson Enterprises, Peerless Property Group, and Peerless ETF's. He also owns Premium Capture, LP, a hedge fund, and these activities take up about 10-20% of Erik's time.
Employment History
Current Registrations
Peerless Wealth
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations2 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.