Thompson Private Wealth (TPW) provides investment management and financial planning services to individuals, high net worth individuals, and businesses. TPW offers ongoing asset management based on individual client goals and risk tolerance. Financial planning services include full financial plans and consultation services on specific topics. TPW also provides ERISA plan services to qualified retirement plans.
Assets Under Management$66M
Clients182
Advisors1
Avg. per Client$360K
Avg. per Advisor$66M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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