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About THOMPSON FINANCIAL LLC
THOMPSON FINANCIAL LLC is a well-established financial advisory firm that provides expert financial planning and management services to its clients. With a team of experienced advisors and a wide range of financial services, THOMPSON FINANCIAL LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning and strategies
- Expertise in various financial services
- Ongoing monitoring and management of investments
- Transparent fees and compensation structure
- Client education and support
Facts and Insights
Here are some key facts and insights you should know about THOMPSON FINANCIAL LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
THOMPSON FINANCIAL LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
THOMPSON FINANCIAL LLC works with a diverse range of clients, including individuals, families, and small businesses. The firm also caters to clients with different financial goals, from retirement planning to wealth accumulation and preservation.
Fees & Compensation
THOMPSON FINANCIAL LLC believes in transparent and fair fees and compensation practices. The firm charges a percentage of assets under management for its services, with rates varying based on the type of services provided. The firm also offers hourly consultations for clients who prefer a more flexible fee structure.
Background
THOMPSON FINANCIAL LLC was founded in 2005 by experienced financial advisor John Thompson. With his team of experts, John has been providing top-notch financial advice and management services to clients for over 15 years. The firm has grown and expanded its services over the years, but their commitment to helping clients achieve financial success has remained their top priority.
Financial Advisor Disclosures to Know
As a registered investment advisor, THOMPSON FINANCIAL LLC is required to make certain disclosures to clients, including any conflicts of interest and disciplinary actions. The firm takes these compliance obligations seriously and is committed to providing transparent and ethical services to its clients.