Thompson Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Thompson Capital Management, LLC manages investment portfolios for individuals and institutions through model strategies that cover stocks, bonds, options, and tactical trading approaches. The firm offers several strategies ranging from risk-managed indexing to alternatives designed to seek positive returns with low correlation to traditional markets. Clients' funds are held at independent custodians, and Thompson Capital Management operates with the authority to make trades without asking first based on each client's stated goals. In addition to investment management, the firm provides financial planning and pension consulting services.

Assets Under Management$200M
Clients86
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$67M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fees vary by strategy, ranging from 0.125% for Legacy Navigator to 2.00% for Hedged Disruptor. Most strategies charge 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm

Thompson Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor