WT
CFA
WT
CFA

William Thompson

25 Years of Experience
Memphis, TN

William Thompson is a CFA-designated registered investment advisor at Nfc Investments, LLC, based in Memphis, TN, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 157 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
157 clients
Average Client Portfolio
$13.6M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable based on client circumstances.

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

700 Colonial Road, Suite 101, Memphis, TN, 38117

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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
Nfc Investments, LLC
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Newsouth Capital Management INC
June 2000 - January 2006 · 5 yrs 7 mos
State Registrations3 states
ILLATN
Advisor

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.
William Thompson - Financial Advisor | TrueAdvisor