Landry Thompson is a registered investment advisor at Generational Wealth Advisors, based in Richardson, TX, with 2 years of industry experience. Landry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 186 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
186 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$392.5M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Clients may choose to pay separately for financial planning, in which case the fee schedule is reduced to 1.00% for the first $1,000,000. Advisory fees are negotiable based on business considerations.

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

3400 North Central Expressway, Suite 100, Richardson, TX, 75080

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Generational Wealth Advisors
February 2024 - Present · 2 yrs 2 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.