Eric Thompson is a CFP-designated registered investment advisor at Titan, based in New York, NY, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 41,733 clients with $1.1B 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 | 0.40% |
Flat annual fee of 0.40% for the wrap program. Titan may offer lower fees through promotions, referrals, or discounts in its sole discretion.
Fee Estimator
Location
508 Laguardia Place, New York, NY, 10012
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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 →Employment History
Current Registrations
Titan
Previous Registrations
Secfi Advisory Limited
Cerity Partners LLC
Round Table Wealth Management
State Registrations3 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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