Advisor at Replica Wealth Advisors Inc
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Firm
Replica Wealth Advisors Inc
Location
Colorado Springs, CO 80920
Credentials
Series 65
Industry experience
11 years
Terry Thomason is a financial advisor with Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation and 11 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors. He also operates an insurance agency specializing in life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent firm providing financial planning, educational seminars, and access to investment management through third-party managers and sub-advisors. The firm focuses on non-discretionary client relationships, assisting with portfolio selection and ongoing monitoring rather than direct portfolio management.
Based on Replica Wealth Advisors Inc
Based on Replica Wealth Advisors Inc
$0+: 1.50% (RWA maximum annual fee, negotiable) $0+: 0.50% additional fee for accounts on Impact Partnership Wealth, LLC platform $0+: 2.00% total annual fee for Gradient Investments Strategic Portfolios (RWA 1.00%, GI 1.00%) $0+: 1.80% total annual fee for Gradient Investments Tactical Portfolios (RWA 1.00%, GI 0.80%) $0+: 1.70% total annual fee for Gradient Investments Allocation & Defined Outcome Portfolios (RWA 1.00%, GI 0.70%) $0+: 1.00% total annual fee for Gradient Investments Preservation Portfolios (RWA 0.60%, GI 0.40%) $0 - $500,000: 2.00% total annual fee (TAM 1.00%, RWA 1.00%) $500,000 - $1,000,000: 1.80% total annual fee (TAM 0.90%, RWA 0.90%) $1,000,000 - $2,000,000: 1.60% total annual fee (TAM 0.80%, RWA 0.80%) $2,000,000+: Negotiable total annual fee (TAM and RWA fees negotiable)
Fee-only: Fixed fees for financial planning: $50 per report, $200 per bundle, $500 for three-bundle package, customized bundles $200
1155 Kelly Johnson Blvd, Suite 111
Colorado Springs, CO 80920
Colorado · Texas
Replica Wealth Advisors Inc
2019 - Present (7 years)
Gradient Advisors, LLC
2014 - 2019 (5 years)
Mountain Range Financial Advisors
2014 - 2019 (5 years)
T Thomason Sole-Proprietor dba Mountain Range Insurance Advisors
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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