Thompson Financial Advisors provides financial planning, financial consulting, and portfolio management services to individuals, high net worth individuals, trusts, estates, and businesses. They offer comprehensive financial planning, covering areas like taxes, insurance, debt, retirement, and investments. They also provide investment advice on a limited basis. Thompson Financial Advisors also offers robo-advisory services through an online interface.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-to-client basis. The firm may charge a lesser management fee based upon certain criteria (minor children of current clients, individual and joint accounts for a spouse, and other types of related accounts). The firm may also aggregate assets for household totals and other circumstances.