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Thompson Creek Wealth Advisors

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Client assets under management

$54,785,624

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Clients

55

60% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

28

Low

Average account size

$996,102

About

Thompson Creek Wealth Advisors provides fee-only investment advisory, comprehensive financial planning, and portfolio management to individuals, trusts, estates and retirement/pension plans, and offers consulting on tax, estate, business and retirement matters. The firm also serves investors in pooled investment vehicles and acts as investment adviser to multiple private funds, with relevant disclosures included in the applicable fund offering documents.

The advisor uses a custom management approach that can be either discretionary or non-discretionary and applies a blend of strategic and tactical asset allocation across exchange-listed securities, mutual funds, hedge funds, private placements and other alternative investments. It evaluates mutual funds and third-party managers by factors such as manager tenure and performance, and may place clients into managed account programs or utilize sub-advisors while retaining ongoing oversight.

Noteworthy for an independent advisory firm, Thompson Creek discloses advisory responsibilities for private pooled vehicles (the Glide family of funds) and manages a substantially larger amount of non-discretionary assets than discretionary assets, suggesting many clients retain trading authority. Its combination of serving pooled/private fund investors, pension-type clients, and the use of alternative and private investments differentiates its service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments

Fee options

Fixed

Negotiable fixed fees for certain financial planning services, paid in advance or billed monthly upon completion

Percentage

$0 - $2,000,000: 0.75% annually (Comprehensive Wealth Advisory Services retainer fee) $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.45% annually $10,000,001+: 0.35% annually $0 - $2,000,000: 1.00% (Equity Oriented fee-only advisory) or 0.50% (Conservative Fixed Income Oriented) $2,000,001 - $5,000,000: 0.85% (Equity Oriented) or 0.40% (Conservative Fixed Income) $5,000,001 - $10,000,000: 0.65% (Equity Oriented) or 0.30% (Conservative Fixed Income) $10,000,001 - $30,000,000: 0.45% - 0.35% (Equity Oriented) or 0.20% - 0.10% (Conservative Fixed Income) depending on asset amount

Project-based

Negotiable hourly rate for financial planning services, paid in advance or billed monthly upon completion

Other

Account minimum: $1,000,000 (minimum net worth for Comprehensive Wealth Advisory Services); $500,000 (minimum account size for fee-only investment supervisory services, subject to discretion) Minimum fee: Minimum retainer fee of $9,000 per year for Comprehensive Wealth Advisory Services; minimum fee of $5,000 for fee-only advisory services Fee-only: Fee-only investment advisory services offered with tiered asset-based fees and hourly/fixed fees for financial planning

Main office location

Thompson Creek Wealth Advisors

Baton Rouge LA, United States

Number of offices

1

Most active in

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Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Website 225-302-8946

Advisors at this firm

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user avatar

Christopher T

Series 65

Baton Rouge, LA

Thompson Creek Wealth Advisors

Christopher Tayeh is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 credential with nine years of industry experience. He has been with Thompson Creek Wealth Advisors since 2015. Outside of his advisory role, Tayeh manages several non-investment-related businesses, including consulting for small businesses and overseeing a holding company for performing arts and entertainment productions. Thompson Creek Wealth Advisors is an independent firm providing fee-only investment advisory, comprehensive financial planning, and portfolio management to individuals, trusts, estates, retirement plans, and private fund investors. The firm employs a customized management approach combining strategic and tactical asset allocation across a broad range of investment vehicles, including alternatives and private placements.

Private / alternative investments
user avatar

Lawrence P

Series 66

Baton Rouge, LA

Thompson Creek Wealth Advisors

Lawrence Paddock is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. He has been with Thompson Creek Wealth Advisors since 2009. Outside of his advisory work, he is involved in managing several non-investment businesses including cocktail bars and a holding company related to production fees. Thompson Creek Wealth Advisors provides fee-only investment advisory, comprehensive financial planning, and portfolio management services to individuals, trusts, estates, retirement and pension plans, as well as investors in pooled investment vehicles and private funds. The firm employs a custom management approach blending strategic and tactical asset allocation across a variety of securities and alternative investments, and is notable for its advisory role with private pooled vehicles and a significant focus on non-discretionary asset management.

Private / alternative investments
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