Advisor at Rogue Advisors, LLC
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Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.
Based on Rogue Advisors, LLC
Flat fees based upon project specifics for advisory or consulting services
Up to $250 per hour for advisory or consulting services
Account minimum: $100,000 Minimum fee: Initial account set-up fee: $125 for the first account, $50 for each additional account; Qualified Plan set-up fees may be higher and negotiated Fee-only: Fee-only investment advice and management; fees negotiated based on account size and complexity; annual asset management fees up to 2% per client account
Buckeye, AZ
Arizona · Oregon
Rogue Advisors, LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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