Gene Thompson
Gene Thompson is a CFP, ChFC-designated registered investment advisor at Iconoclastic Capital Management LLC, based in Rochester, NY, with 10 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Iconoclastic Capital Management offers investment management services where the fee is a percentage of the assets managed.
For clients in the Comprehensive or Essential Wealth Management tiers, the fee is 0.90% of assets under management, plus an annual planning retainer of $2,400-$6,000 (Comprehensive) or $1,200-$4,500 (Essential).
For legacy clients, the fee is tiered:
- $0 - $200,000 — 1.50%
- $200,001 - $500,000 — 1.35%
- $500,001 - $1,000,000 — 1.15%
- $1,000,001 - $2,000,000 — 1.00%
- $2,000,001 - $5,000,000 — 0.85%
- $5,000,001 and Above — 0.65%
For clients interested in investment management only, the maximum annual advisory fee is 0.70% of assets under management.
Contact
Gene Thompson
Location
17 Prince Street, Rochester, NY, 14607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Iconoclastic Capital Management LLC
Previous Registrations
Northstar Investment Advisory LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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