Thompson Investment Advisors provides investment advice and manages investment portfolios for clients. They work with stocks, bonds, mutual funds, and other investments. To understand your goals, Thompson Investment Advisors uses an Investment Objective Questionnaire to determine your investment guidelines. Clients can specify restrictions on the types of securities they want to avoid.
Assets Under Management$77M
Clients181
Advisors1
Avg. per Client$430K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Thompson Investment Advisors may use discretion to discount fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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