Thompson Financial provides financial planning and portfolio management services to individuals and employer-sponsored retirement plans. Thompson Financial starts with a financial plan and then can implement portfolio management recommendations. Thompson Financial bills separately for financial planning and portfolio management. Clients are not obligated to implement recommendations through Thompson Financial.
Assets Under Management$76M
Clients491
Advisors1
Avg. per Client$150K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable depending on individual client circumstances. Maximum fee charged per quarter for any single account is $3,900.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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