Chad Thompson is a registered investment advisor at Algotech Financial LLC, based in Dallas, TX, with 2 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
AlgoTech Financial charges an annual investment advisory fee of 2.75% of the assets they manage. This fee is negotiable in some situations. They also offer performance-based fees, which are 20% of any increase from the previous year's high water mark. Transaction fees still apply to performance-based accounts.
Location
539 W Commerce St, Suite 6304, Dallas, TX, 75208-1953
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Algotech Financial LLC
State Registrations1 state
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