Kristopher Thompson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Virginia Beach, VA, with 4 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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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.
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Kristopher is an investment advisor representative at The Ascent Group and a registered representative at Triad Advisors, LLC, dedicating full-time hours to each. He also serves as a board member for Legion of Valor, Inc., a non-profit supporting injured veterans, spending minimal time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Ascent Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Key Financial, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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