Trusted Arizona Financial Advisor: (480) 305-2038
Client Center
Digital Advisor
Welcome to your smarter, simpler way to invest
With our Digital Advisor program, you’ll have access to our technology and expertise at your fingertips. We’ll professionally manage your investment portfolio utilizing low cost ETFs from companies like Vanguard, Charles Schwab, and Fidelity.
You’ll have the personal touch of a fiduciary advisor on a cutting edge platform that gives you access to your portfolio on your time.
Try Our Services
We understand confidence in our services is a significant part of why you would choose to work with us, as it should. Entrusting a firm to manage your hard earned money is a big decision, and not one to be taken lightly.
That’s why we offer a 90 Day Trial with our Digital Advisor program – the first three monthly billing cycles will not be an added advisory fee. It’s a no-obligation opportunity to test the waters with our services.
If you’re retired or close to it and ready to start your trial, schedule a call with us.
Here’s What You Get
- Mobile App & Desktop Portal Access 24/7
- Money-Back Satisfaction Guarantee
- Unlimited access to Charles Schwab tech support team
- Retirement and Non-Retirement Accounts
- Tax Loss Harvesting
- Daily Monitoring & Rebalancing from a Fiduciary
- Low Cost ETFs from Vanguard, Fidelity, Charles Schwab, and more
- Proactively Investment Management from a Fiduciary
- 1 Performance Review Phone Call / Year
- Limited Email Support
- Financial Planning can be added for $2,500/year
If you’ve saved at least $200,000 towards your retirement, schedule a call with us.
Let’s Talk Money
We understand the pain of high fees, which is why we’re offering this extremely low-cost option. We charge 0.5% for investment management fees – that’s only half the industry average.
Here’s the Best Part
We designed our Digital Advisor program so it won’t break your bank, which is why we don’t charge you management fees over $1.5MM. Only half a percent on all investments we manage and absolutely nothing on investments over $1.5MM.
It’s not too good to be true, it’s our policy.
Still Need Some Convincing?
We totally get it, and we made it easy for you.
Here are 6 reasons why you should use our Digital Advisor program.
1. Fiduciary Advisor
As a fiduciary, we are legally bound to put your interests first and disclose our fee structure, compensation guidelines, and any other (potential) conflicts that could influence your decision to work with us.
2. Money Back Satisfaction Guarantee
If for any reason you’re not completely satisfied with our services, we’ll refund the advisory fees. No questions asked. It’s that simple.
3. No Investment Management Fees Over $1.5MM
Our Digital Advisor program is specifically designed so it won’t break your bank. We won’t change you advisory fees for us to manage over $1,500,000.
4. Ranked Independent Investment Advisor
Ranking Arizona has ranked Thompson Wealth in Arizona’s Top 10 Independent Investment Advisors for the past 6 consecutive years.
5. Experience and Tools
Not only will we help you clarify your “Ideal Future”, we have the experience and proven tools to successfully help you achieve the retirement you’ve worked hard for.
Ready To Get Started?
If you’ve saved at least $200,000 towards your retirement and are retired or close to retiring (within 5 years), we’d love to help you get started with this program.
Schedule a call with us today to get started.
Talk with Neal
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Call to our office at any time
Our support team
16430 N Scottsdale Rd
Suite 110, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
