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William Thomson

7 Years of Experience
Charlotte, NC

William Thomson is a registered investment advisor at Massif Capital, LLC, based in Charlotte, NC, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$17.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Massif Capital offers investment management through separately managed accounts. Clients pay both a management fee and a performance fee. The annual management fee is 2.00% of the total assets. There is also an annual performance fee of 20.00%. These fees are negotiable.

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Location

Charlotte, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is a managing member of Massif Capital Mining L.L.P., an incubation fund for micro-cap mining limited partnerships, since 2019. He spends minimal time per month on due diligence for potential investments.

Employment History
Current Registrations
Massif Capital, LLC
November 2018 - Present · 7 yrs 6 mos
State Registrations1 state
NC
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.