J.W. Thompson Investments manages investment portfolios for individuals, trusts, estates, charitable organizations, and businesses. J.W. Thompson Investments builds customized portfolios primarily consisting of stocks and bonds, tailored to each client's specific financial goals, tax situation, income needs, and comfort with risk. Portfolios can be managed with authority to make trades without asking first or on a non-discretionary basis where client approval is needed for trades. In addition to portfolio management, J.W. Thompson Investments provides retirement plan consulting services to retirement plan sponsors and participants.
Assets Under Management$30M
Clients190
Advisors2
Avg. per Client$160K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $11.0M | 0.40% |
| $11M+ | 0.30% |
All management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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