Robert Douglas Thompson, operating as R. D. Thompson Investments, offers continuous investment advice and manages client investments based on their individual needs and objectives. R. D. Thompson Investments has discretionary authority, meaning it can buy or sell investments without prior approval. The firm's investment strategy focuses on long-term value and de-emphasizes short-term market forecasting.
Assets Under Management$98M
Clients30
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$98M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees are negotiable. A fee adjustment of 0.12% (annually) of the total amount of assets invested in mutual funds, ETFs or other investment companies will be deducted from the management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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