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Christopher Thomason

21 Years of Experience
Dallas, TX

Christopher Thomason is a registered investment advisor at Wallace Capital Management, INC., based in Dallas, TX, with 21 years of industry experience. Christopher 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 479 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
479 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are subject to negotiation.

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

100 Crescent Court, Suite 1190, Dallas, TX, 75201

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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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Other Business Activities

Christopher is a passive member of family partnerships involved in rural real estate development. His father runs the business, and Christopher spends no time on it.

Employment History
Current Registrations
Wallace Capital Management, INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wallace Capital Management, INC.
July 2004 - December 2020 · 16 yrs 5 mos
State Registrations2 states
LATX
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.
Christopher Thomason - Financial Advisor | TrueAdvisor