Tamara Thomson
Tamara Thomson is a registered investment advisor at State Farm Investment Management CORP., based in Baltimore, MD, with 13 years of industry experience. Tamara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
7825 Wise ave, Baltimore, MD, 21222
Get directionsHistory
Regulatory History (1)
Criminal
September 1994Other Business ActivitiesSells Insurance
Tamara owns and operates Tamara Thomson's Insurance Agency (State Farm), Thomson Properties 7825 LLC (commercial building), Sun Love Studios (retail arts & crafts), and personally held real estate. She spends about half her time on the insurance agency and minimal time on the other ventures.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.
Exams
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