Robert
Thompson
Kmg Fiduciary Partners, LLC
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About this Advisor
Robert Thompson is a financial advisor based in Toledo, Ohio, working with Kmg Fiduciary Partners, LLC. Robert has previously held positions at Argi Investment Services, Price Waterhouse Coopers, Not Working Cpa Exam Study, University Of Mississippi, and Kmg Fiduciary Partners. Robert has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Robert is part of Kmg Fiduciary Partners, LLC, which operates out of Toledo, Ohio. The firm has 4 offices and 15 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kmg Fiduciary Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kmg Fiduciary Partners, LLC Brokerage Details
$1,257,998,286
15
3,526
$356,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Thompson Work History
Kmg Fiduciary Partners
Argi Investment Services
Price Waterhouse Coopers
Not Working Cpa Exam Study
Price Waterhouse Coopers
University Of Mississippi
Disclosures
Please visit the SEC profile of Robert 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 Kmg Fiduciary Partners, LLC
Toledo, OH
Toledo, OH
Toledo, OH
Birmingham, MI
Birmingham, MI
Toledo, OH
Toledo, OH
Toledo, OH
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