Theodore Thatcher
Theodore Thatcher is a registered investment advisor at Bright Lake Wealth Management, LLC, based in Medford, OR, with 6 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 354 clients with $100M 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 | 1.65% |
Maximum annual fee of 1.65% applies, which can be modified lower in the agreement. Total fees including third-party managers will not exceed 2%.
Fee Estimator
Location
3523 Arrowhead Dr, Suite 101, Medford, OR, 97504
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Theodore is the President of Pine Brook Financial and Pine Brook Financial & Insurance Services, focusing on insurance sales and services, dedicating full-time hours to each. He is also the Chapter President for AFEA (American Financial Education Alliance), spending a few hours per week providing financial education.
Employment History
Current Registrations
Bright Lake Wealth Management, LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations2 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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