Philip Thompson is a registered investment advisor at Monhegan Capital Management, LLC, based in Darien, CT, with 11 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monhegan Capital charges a single combined fee for both investment management and financial planning services, ranging from 0.05% to 1.00% annually based on the amount of assets managed, the complexity of services, and the overall relationship. The fee is calculated based on the market value of assets at the end of the prior quarter and is paid quarterly in advance. Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually. There is a minimum relationship size of $5,000,000.
Location
Darien, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip owns a real estate rental and property management company. This non-investment related activity requires a few hours per week.
Employment History
Current Registrations
Monhegan Capital Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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