Bryan Thompson
Bryan Thompson is a registered investment advisor at Stewardwell LLC, based in Franklin, TN, with 13 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees may be negotiable at the sole discretion of StewardWell. An additional fee of up to 0.25% may apply for financial planning.
Fee Estimator
Location
4068 Rural Plains Cir Ste 170, Franklin, TN, 37064
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
Bryan is the CEO of Thompson Financial Group, providing financial and payroll processing services. He dedicates full-time hours to this activity, with about half his time spent on trading, and also produces life and disability insurance.
Employment History
Current Registrations
Stewardwell LLC
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
State Registrations27 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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