Larry Thompson is a registered investment advisor at Balance Wealth, based in Chillicothe, OH, with 18 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 553 clients with $390M 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 | 1.20% |
Standard asset-based fees generally range from 0.40% to 1.20% annually. Fees are negotiable.
Fee Estimator
Location
Chillicothe, OH
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Larry is the Executive Director of the HAA and Goodview LLC, a Brazilian land ownership company. He expects to spend nearly full-time on these non-advisory activities.
Employment History
Current Registrations
Balance Wealth
Previous Registrations
Agdeavor Investments
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.
Exams
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