Noah Thompson
Noah Thompson is a registered investment advisor at Margin Advisory Group LLC, based in Mount Carmel, IL, with 5 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Billed monthly in arrears.
Fee Estimator
Location
801 W 9th Street, Room 208, Mount Carmel, IL, 62863
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
Noah is involved in non-variable insurance sales, specifically fixed life and fixed annuities. The filing does not specify the amount of time spent on this activity.
Employment History
Current Registrations
Margin Advisory Group LLC
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
State Registrations3 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.