J.W. Thompson Investments, LLC manages investment portfolios for individuals, pension plans, trusts, estates, charitable organizations, and corporations. JWTI offers both discretionary and non-discretionary account management, primarily using equity and fixed income securities and funds. JWTI also provides general financial consulting on specific areas of concern outside of the managed portfolio. John Wm. Thompson, III and John Wm. Thompson, IV, are both Registered Representatives of LPL Financial, a FINRA registered broker-dealer.
Assets Under Management$24M
Clients130
Advisors2
Avg. per Client$190K
Avg. per Advisor$12M
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 - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
All management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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