Thompson Creek Wealth Advisors offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a mix of strategic and tactical allocation strategies. They invest in various securities, including alternative investments for eligible clients. Thompson Creek may recommend other investment advisors and provides general advice on tax, estate, retirement, and education planning.
Assets Under Management$92M
Clients66
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.67% |
| $5.0M - $10.0M | 0.51% |
| $10.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
This fee schedule is an example for a 60% Equity Oriented/40% Conservative Fixed Income Oriented portfolio. Equity Oriented fees range from 0.35% to 1.00%. Conservative Fixed Income Oriented fees range from 0.10% to 0.50%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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