About R.D. THOMPSON INVESTMENTS
R.D. Thompson Investments is a premier financial advisory firm that has been serving clients for over 25 years. Led by a team of experienced financial experts, they provide comprehensive financial services to help clients achieve their investment goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial advice tailored to each client’s unique situation
– Offers a wide range of financial services, including investment management, retirement planning, and tax planning
– Helps clients make informed decisions by staying updated on market trends and economic conditions
Facts and Insights:
– Founded in 1995
– Over $500 million in assets under management
– 4 advisors on their team
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500,000,000+ | 4 |
Financial Services Offered:
– Investment management
– Retirement planning
– Tax planning
– Wealth management
– Estate planning
– Insurance planning
Client Types:
– High-net-worth individuals
– Families
– Business owners
– Professionals
– Corporate executives
– Non-profit organizations
Fees & Compensation:
R.D. Thompson Investments operates on a fee-only basis, which means they do not receive commissions for recommending certain investments or products. Instead, they charge a management fee based on a percentage of a client’s assets under management. This fee structure aligns their interests with those of their clients, as they only succeed if their clients’ investments succeed.
Background:
The founders of R.D. Thompson Investments, Robert Thompson and David Smith, have over 50 years of combined experience in the financial industry. They have both earned prestigious accolades in the industry and continue to stay up-to-date on the latest market trends and financial strategies to best serve their clients. The firm has a team of experienced advisors who all share a passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
– R.D. Thompson Investments has a clean record with regulatory bodies and does not have any disciplinary actions against them.
– As a fee-only firm, their advisors do not receive commissions for recommending certain investments or products. This eliminates any potential conflicts of interest.
– Clients have the right to request information on the fees and compensation their advisors receive.