Terry Thomason is a registered investment advisor at Elite Wealth Management, INC., based in Kirkland, WA, with 19 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 542 clients with $1B 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 | 1.00% |
Fees are negotiable. Elite may take a Client’s aggregate assets under management with Elite (including assets invested in the Lattice Funds) into consideration when determining the Client’s management fee.
Fee Estimator
Location
1014 Market Street, Suite 100, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Terry is the President/Owner of Edmonds Devoted Family Care LLC, dedicating minimal time. Terry is also a real estate agent, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Elite Wealth Management, INC.
Previous Registrations
Clarity Capital Partners
American Trust Investment Services, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Edward Jones
Edward JonesBroker
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.