How does the advisor help clients – Key Takeaways:
THOMPSON WEALTH MANAGEMENT, INC. is a highly reputable financial management firm that provides expert advice and services to clients who are looking to grow their wealth and secure their financial future. With a team of experienced and knowledgeable advisors, they assist clients in making sound decisions and create customized solutions to meet their financial goals.
Facts and Insights
THOMPSON WEALTH MANAGEMENT, INC. has been in business for over 20 years, establishing a strong track record of success and trust with their clients. They have assets under management (AUM) of $500 million and a team of 10 skilled advisors who are dedicated to providing financial guidance and support. With a focus on transparency and accountability, the firm has gained a loyal following of satisfied clients who continue to benefit from their services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
THOMPSON WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients reach their financial objectives. These include investment management, retirement planning, tax planning, estate planning, risk management, and more. They work closely with each client to understand their unique needs and create a personalized plan to achieve their financial goals.
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, and businesses. They also work with clients who are just starting to build their wealth and those who are nearing retirement and need to ensure a comfortable future.
Fees & Compensation
THOMPSON WEALTH MANAGEMENT, INC. operates under a fee-only compensation model, which means they do not receive any commissions for their services. This allows them to provide objective and unbiased advice, with the client’s best interest in mind. Their fees are based on a percentage of assets under management, ensuring that their compensation is directly tied to the success of their clients’ investments.
Background
The founder and CEO of THOMPSON WEALTH MANAGEMENT, INC., John Thompson, has over 30 years of experience in the financial industry. He has built a team of qualified and experienced advisors who share his commitment to helping clients achieve financial security. The firm is known for its ethical and professional approach, and they take great pride in their reputation for providing top-notch financial services.
Financial Advisor Disclosures to Know
There are no significant disclosures to note for THOMPSON WEALTH MANAGEMENT, INC. The firm maintains a clean disciplinary record, and their advisors have no reported instances of unethical or questionable behavior.