Brian Thompson Financial LLC offers comprehensive financial planning for individuals and businesses. For individuals, this includes cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. For businesses, it includes cash flow and debt management, employee benefits optimization, estate planning, goal setting, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment advisory services are offered through third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1.0M - $3.0M | 0.35% |
| $3M+ | 0.25% |
These fees are in addition to the Betterment fee of 0.20%. Comprehensive care clients do not pay investment advisory services fees. Investment advisory fees are included with comprehensive care services. The annual fees are negotiable.