AT
CFP
AT
CFP

Archie Lee Thompson

18 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 Jefferson St, Newnan, GA, 30263

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History

Regulatory History (1)
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Customer Dispute
June 2019
Denied
Employment History
Current Registrations
Synovus Securities, INC.
July 2019 - Present · 6 yrs 7 mos
Synovus Securities, INC.Broker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2011 - July 2019 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2007 - July 2019 · 11 yrs 8 mos
State Registrations14 states
FLGAINLAMAMIMONCNJNVSCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.