Deshunnon Thomas is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Atlanta, GA, with 17 years of industry experience. Deshunnon 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 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
3630 Peachtree Road Ne, Suite 100 - 900, Atlanta, GA, 30326-1568
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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
Deshunnon is an employee at Kennesaw State University, administered by Kaplan, where he teaches the CFP curriculum. This takes a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Wealth Enhancement Advisory Services, LLC
Securian Financial Services, INC.
Joyn Advisors, INC.
Securian Financial Services, INC.Broker
Synovus Securities, INC.
Synovus Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Wachovia Securities, LLCBroker
Banc of America Investment Services, INC.Broker
1717 Capital Management CompanyBroker
Simmers Capital Management CorporationBroker
State Registrations53 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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