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Pricing

Account Minimum

$300,000

We limit the number of clients we work with to make sure we deliver the highest level of personalized service for each client.

How Fees Are Paid

As an investment fiduciary, we are compensated in the form of a small percentage of the assets we manage. When your account values go up, our revenue increases. When your account values go down, our revenue decreases.

Our interests completely align with yours.

We make changes to your investments to put you in a better position to achieve your goals.

Fee Schedule

Annual %

1.50 %

.75%

.50%

Account Balance

On first $500,000

On next $500,000

Over $1,000,000

*We offer .25% discount on first $500,000 to law enforcement, military and firefighters

Written Financial Plan

$2,000 (one-time fee)

Comprehensive Written Step by Step Financial Plan of Action

(Included at no cost if minimum annual fee is met)

Satisfaction Guarantee

At Thompson Wealth Management we are committed to providing you not only our investment advice and expertise, but a truly satisfactory investment experience with us.

(Click to view Guarantee)

It’s never too early or too late to start retirement planning

Let us guide you through the process.