Thompson Family Office
Our family started our family office 40+ years ago. We pride ourselves working with $100+ million dollar families to clients just getting started. We are an educational first firm NOT transactional. We look to build a partnership to come along side of your finances as a personal CFO for the next 30+ years to get your to and through retirement. We have a wide range of skills and team members to serve you and your needs.
0
Client Reviews
0.5% to 1.45%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Ideal client is high income earners $250k and up, and or business owners.
Clients who wouldNOTbe a good fit
DIYers or someone who wants us to buy and trade individual stock for them.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1.45%
Subscription
$100
One-Time Financial Planning Fee
$5,000
Meeting Options
In person meetings
Video meetings
Phone
Email
About Thompson Family Office
Putting the clients goals and objectives first and foremost.
Disclaimer
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