Russell Thompson
Russell Thompson is a registered investment advisor at Fmsa, based in Daytona Beach, FL, with 9 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,291 clients with $220M 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 | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
132 W International Speedway Blvd Ste. 23, Daytona Beach, FL, 32114
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2021Customer Dispute
October 2020Other Business ActivitiesSells Insurance
Russell is a partner at H&R Insurance and Financial Services LLC, focusing on commercial liability and property insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Fmsa
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Pruco Securities, LLC.Broker
W&s Brokerage Services, INC.Broker
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
More Advisors
- Shane Larson, CFP, ChFCMML Investors Services, LLC
- Robert Devereux, CFPWells Fargo Advisors
- Lori Zorn, CFP, ChFCWells Fargo Advisors
- Elayne Pisarik, CFP, ChFCFirstrust
- Louis Colombo, CFPEdward Jones
- Milla Gudukas, CFPBankers Life Advisory Services, INC.