William
Thompson
Victrix Investment Advisors
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About this Advisor
William Thompson is a certified financial planner based out of Stuart, Florida with 10 years of industry experience. Thompson is on the advisory team at Victrix Investment Advisors. They have been employed by Victrix Investment Advisors for the entirety of their career. Thompson is registered to advise clients in Florida, Texas and Utah. Victrix Investment Advisors is a financial advisory business based out of Stuart, FL. The company has offices in three locations and a total of six employees. It manages $109 million in assets between its 754 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 754 accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. Victrix Investment Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on the type of services. Fees billed by Victrix Investment Advisors can be comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victrix Investment Advisors Brokerage Details
$109,151,910
6
754
$144,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Thompson Work History
William has been registered as a financial advisor for 10 years.*
Victrix Investment Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Victrix Investment Advisors
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Bethesda, MD
Stuart, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
