DT
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David Thompson
7 Years of Experience
Sarasota, FL
1 Disclosure
David Thompson is a registered investment advisor at J. L. Bainbridge & CO., INC., based in Sarasota, FL, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 839 clients with $1.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
839 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fixed income securities have an annual flat fee of 0.45%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1582 Main Street, Sarasota, FL, 34236
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Regulatory History (1)
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Regulatory
August 2018Final
Employment History
Current Registrations
J. L. Bainbridge & CO., INC.
August 2018 - Present · 7 yrs 9 mos
State Registrations3 states
FLLATX
Advisor
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Exams
No exam information available for this advisor.