Thames Financial Management offers portfolio management services, starting with a conversation about your financial situation, goals, and risk tolerance. Thames takes a long-term approach to portfolio design, tailored to individual needs, and believes in diversification to lessen portfolio fluctuations. Clients can request that certain securities not be included in their portfolios.
Assets Under Management$320M
Clients302
Advisors2
Avg. per Client$1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $3.5M | 0.75% |
| $3.5M+ | 0.75% |
Fees are negotiable for assets over $3,500,000. The Annual Fee Rate for Short Options: 0.50% of Committed Capital. Fees are not currently assessed on the cash/money market portion of portfolios.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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