Thompson Investment Management (TIM) offers investment management services, making investment decisions for clients based on their financial situation and goals. TIM works with individuals, retirement plans, corporations, and foundations. TIM does not guarantee investment results, and clients may experience losses.
Assets Under Management$2.7B
Clients470
Advisors6
Avg. per Client$5.7M
Avg. per Advisor$440M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable and may vary. Standard fee schedule for fixed income only accounts: 0.80% on the first $5,000,000, 0.70% on the balance. In the event a client’s portfolio includes shares of the investment company managed by TIM, the value of such shares is not included in the fee calculation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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