Robert
Thompson
Kmg Fiduciary Partners, LLC
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About this Advisor
Robert Thompson is a financial advisor operating in Toledo, Ohio who has 3 years of industry experience. Thompson is an advisor for Kmg Fiduciary Partners, LLC. During their career, the advisor has held roles at Argi Investment Services, Price Waterhouse Coopers, Not Working Cpa Exam Study, University Of Mississippi and Kmg Fiduciary Partners. Thompson has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Ohio. Kmg Fiduciary Partners, LLC is a company operating out of Toledo, OH. The investment advisory business has offices in four locations and a total of 16 financial advisors. It manages $1 billion in assets under management among its 3,237 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 3,237 accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services are provided. Fees charged by Kmg Fiduciary Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kmg Fiduciary Partners, LLC Brokerage Details
$1,007,846,931
16
3,237
$311,352
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
Robert has been registered as a financial advisor for 3 years.*
Kmg Fiduciary Partners
Argi Investment Services
Price Waterhouse Coopers
Not Working Cpa Exam Study
Price Waterhouse Coopers
University Of Mississippi
*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 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
Birmingham, MI
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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