Todd William Thompson
Advisor at Rogue Advisors, LLC — Buckeye, AZ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
21 years
Location
Buckeye, AZ
Rogue Advisors, LLC
Supported
Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.
Based on Rogue Advisors, LLC
Flat fees based upon project specifics for advisory or consulting services
Up to $250 per hour for advisory or consulting services
Account minimum: $100,000 Minimum fee: Initial account set-up fee: $125 for the first account, $50 for each additional account; Qualified Plan set-up fees may be higher and negotiated Fee-only: Fee-only investment advice and management; fees negotiated based on account size and complexity; annual asset management fees up to 2% per client account
Buckeye, AZ
Buckeye AZ
Advisors at this office
1
Arizona · Oregon
21 years of industry experience
Rogue Advisors, LLC
2013 - Present • 13 years
Grants Pass, OR
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Other specialized services
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