Terry Thomason
Terry Thomason is a registered investment advisor at Replica Wealth Advisors INC, based in Colorado Springs, CO, with 11 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 16 clients with $2M 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 | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). For accounts on the Impact Partnership Wealth, LLC Platform, Clients will pay an additional 0.50% in addition to RWA’s fees.
Fee Estimator
Location
1155 Kelly Johnson Blvd, Suite 111, Colorado Springs, CO, 80920
Get directionsHistory
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 ActivitiesSells Insurance
Terry is a sole proprietor doing business as Mountain Range Insurance Advisors since 2008, selling insurance products and services. This takes about a third of Terry's time, and includes life insurance, Medicare, long-term care, and annuity sales.
Employment History
Current Registrations
Replica Wealth Advisors INC
Previous Registrations
Gradient Advisors, LLC
State Registrations2 states
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.