Thompson & Thompson Investment Advisors (T&T) offers investment management services to individuals, trusts, charities, corporations, and other businesses. T&T provides comprehensive investment management with retirement income planning or focused investment management of US-traded stocks and bonds. T&T works with clients to create an investment plan tailored to their objectives and risk profile, monitors portfolios, and makes adjustments as needed. T&T also offers consulting on various investment and financial matters on an hourly or fixed-fee basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Minimum monthly fee of $150. Investment Management fees may be modified from the above by agreement of client and T&T. Clients may elect to be charged Performance-Based Investment Management fees for portfolios to be invested in US traded stocks if they meet the SEC definition of a “Qualified Client”. The Standard Investment Management Fees are reduced by two-thirds, but the client will be charged a performance fee of 20% of the annual total return on the stock portfolio that is in excess, after accounting for T&T’s reduced asset-based fees, of the total return on the S&P 500 Index or other agreed index for the calendar year.