Thompson Capital Management (TCM) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. TCM creates an Investment Policy Statement for each client. TCM generally limits its investment advice to equities, fixed income securities, ETFs, real estate funds, and non-U.S. securities, primarily recommending publicly traded equities.
Assets Under Management$100K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$100K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients are also charged a performance-based fee of 20% of net profits above a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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