Todd Thompson is a registered investment advisor at Rogue Advisors, LLC, based in Grants Pass, OR, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Rogue Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The exact fee is negotiable and will be defined in your Investment Advisory Agreement. The annual fee will not exceed 2% of your account value. Fees are calculated at the end of each billing period (monthly or quarterly) and are paid after the period is over. For most accounts, fees are based on the average daily balance. For held-away accounts, fees are based on the balance at the end of the billing period.
Location
1246 NE 7th Street Suite B, Grants Pass, OR, 97526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rogue Advisors, LLC
State Registrations2 states
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