David Lee Thompson

CFA

Highland Capital Management, LLC

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Highland Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

11 advisors

Number of Clients

1,044 clients

Average Client Portfolio

$3.4M average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

850 Ridge Lake Blvd, Suite 205, Memphis, TN, 38120

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Highland Capital Management, LLC

March 2004 - Present · 21 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.