Alyssa Thompson
Alyssa Thompson is a registered investment advisor at Park Capital Management, LLC, based in Madison, WI, with 7 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 625 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
All fees are negotiable at Park Capital’s discretion.
Fee Estimator
Location
1601 Greenway Cross, Suite 201, Madison, WI, 53713
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyssa provides notary services and is a licensed insurance agent recommending insurance products, which presents a potential conflict of interest. She also serves as Treasurer for the American Association of University Women, dedicating minimal time to each role.
Employment History
Current Registrations
Park Capital Management, LLC
State Registrations1 state
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.