John Thompson is a registered investment advisor at Acertado Investments, based in Fort Lauderdale, FL, with 1 years of industry experience. John 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Minimum annual fee for Investment Management services is $3,000.
Fee Estimator
Location
Fort Lauderdale, FL
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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.
Learn about disclosures →Other Business Activities
John is a self-employed merger and acquisitions consultant through Chiflaco LLC since 2023. This activity is not investment-related and is generally performed outside of normal trading hours.
Employment History
Current Registrations
Acertado Investments
State Registrations1 state
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