Thompson Wealth Advisors provides personalized investment advice and asset management services to individuals and institutions. They offer financial planning as a standalone service or as part of asset management. They also offer estate planning services through a third-party platform called Snug. Thompson Wealth Advisors may act as a promoter to introduce prospective clients to Geneos Wealth Management for advisory services under their Axiom wrap fee program.
Fee Structure
Thompson Wealth Advisors offers investment management services where representatives provide ongoing assistance with investment selection and portfolio balancing. The annual charge is negotiated between you and your representative, typically ranging from 0.50% to 2% of your portfolio. The exact fee is disclosed in your client services agreement. There is a minimum account size of $250,000, but exceptions may be granted. Sub-advisor accounts have minimums between $25,000 and $175,000.