How does the advisor help clients – Key Takeaways:
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. is a leading investment advisory firm that helps clients achieve their financial goals through personalized strategies and expert advice. With a team of experienced financial experts and a strong track record of success, the firm is a trusted partner to clients seeking to build and grow their wealth.
Facts and Insights
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. has been in business for over 20 years and has $1.5 billion in assets under management. The firm has a team of 10 financial advisors who are all highly educated and experienced in the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 20+ years |
Financial Services Offered
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides access to a variety of investment products, such as stocks, bonds, mutual funds, and alternative investments.
Client Types
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. works with a diverse range of clients, including individuals, families, and small business owners. The firm specializes in creating customized financial plans based on each client’s unique financial situation and goals.
Fees & Compensation
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. charges a fee based on a percentage of assets under management, typically ranging from 1-2%. The firm believes in transparent pricing and does not receive any commissions or kickbacks for recommending certain products.
Background
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. was founded by John and Jane Thompson, a husband and wife team with over 30 years of combined experience in the financial industry. They are both certified financial planners and have a strong commitment to providing their clients with unbiased and personalized financial advice.
Financial Advisor Disclosures to Know
THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. believes in full transparency and fully discloses all potential conflicts of interest to clients. The firm is also a registered investment advisor, meaning they have a fiduciary duty to act in the best interest of their clients at all times.