R.D. Thompson Investments
Assets Under Management
$97.6M
Number of Clients
30
Number of Advisors
1
Avg. Portfolio per Client
$3.3M
Avg. Managed per Advisor
$97.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
699 East South Temple, Ste 230, Salt Lake City, UT, 84102-4228