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Eric Thompson

12 Years of Experience
West Chester, PA

Eric Thompson is a registered investment advisor at Thompson Capital Management, LLC, based in West Chester, PA, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$101K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Qualified clients are also charged a performance-based fee of 20% of net profits above a high water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

West Chester, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric works as a senior validation engineer in the engineering and construction industry, analyzing complex engineering systems. He also serves on internal committees to develop corporate strategy.

Employment History
Current Registrations
Thompson Capital Management, LLC
March 2014 - Present · 12 yrs 2 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Thompson - Financial Advisor | TrueAdvisor