Thompson Investment Management provides discretionary investment management services to a wide variety of clients, including individuals, retirement plans, corporations, and foundations. Thompson Investment Management focuses on fundamental and cyclical analysis to build tailored portfolios consisting of individual stocks, bonds, mutual funds, and exchange-traded funds. In addition to managing private client accounts, Thompson Investment Management serves as the investment advisor for proprietary mutual funds and offers consulting and education services for federal retirement plan rules accounts. Thompson Investment Management is controlled by its principals and operates from Madison, Wisconsin.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Fixed-income only accounts have a separate schedule starting at 0.80% on the first $5,000,000 and 0.70% on the balance. Shares of mutual funds managed by Thompson Investment Management are excluded from the fee calculation.