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Russell Thompson

9 Years of Experience
Daytona Beach, FL
2 DisclosuresSells Insurance

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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,291 clients
Average Client Portfolio
$168K average
Assets Under Management
$216.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K1.98%
$250K - $750K1.50%
$750K - $1.0M1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

132 W International Speedway Blvd Ste. 23, Daytona Beach, FL, 32114

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History

Regulatory History (2)
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Customer Dispute
August 2021
Settled
Customer Dispute
October 2020
Denied
Other 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
September 2026 - Present · 1 mo
Previous Registrations
Regal Investment Advisors LLC
June 2023 - August 2026 · 3 yrs 2 mos
Regulus Financial Group, LLCBroker
August 2022 - August 2026 · 4 yrs
Pruco Securities, LLC.Broker
May 2018 - April 2022 · 3 yrs 11 mos
W&s Brokerage Services, INC.Broker
September 2016 - June 2018 · 1 yr 9 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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