Thompson Capital Management (TCM) manages investment portfolios for individuals through model portfolios. TCM offers investment strategies like Legacy Navigator, Alpha Seeker, and Tactical Beta. TCM also provides financial planning services, including cash flow analysis and college planning. TCM may also service employee benefit plans. Clients' assets are held at a qualified custodian.
Fee Structure
Thompson Capital Management's investment management fees vary depending on the investment strategy used, ranging from 0.125% to 2.00% of your portfolio annually. For clients who implement recommendations from a financial plan, the average management fee is 0.83%. Fees are typically paid quarterly in arrears. If you are referred to TCM by a promoter, TCM pays the promoter a portion of the management fee.