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Marianne Mcdonald Thompson

THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, Massachusetts
Unclaimed Profile
30 MONUMENT SQUARE, CONCORD, MA 01742CRD# 4364870Firm CRD# 108313
01

About

Marianne Mcdonald Thompson is a registered financial advisor based in CONCORD, Massachusetts, affiliated with THOMPSON WEALTH MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THOMPSON WEALTH MANAGEMENT, LTD.
THOMPSON WEALTH MANAGEMENT, LTD.
AUM
$310M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THOMPSON WEALTH MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF CLIENT'S NET WORTH.
Regulatory
SEC/IARD CRD# 4364870
Firm CRD# 108313
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marianne Mcdonald Thompson offer?
Marianne Mcdonald Thompson specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Marianne Mcdonald Thompson's credentials?
Marianne Mcdonald Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marianne Mcdonald Thompson located?
Marianne Mcdonald Thompson is based in CONCORD, Massachusetts, working with THOMPSON WEALTH MANAGEMENT, LTD.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Marianne Mcdonald Thompson charge for services?
Marianne Mcdonald Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of client's net worth.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMPSON WEALTH MANAGEMENT, LTD.?
THOMPSON WEALTH MANAGEMENT, LTD. has approximately 6 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONCORD
Timothy L Dibble — ALTA COMMUNICATIONS, INC.Brian W Mcneill — ALTA COMMUNICATIONS, INC.Byron Ewart Woodman — MONUMENT GROUP WEALTH ADVISORS, LLCLee Christopher Mcgowan — MONUMENT GROUP WEALTH ADVISORS, LLCEileen M Toti — ALTA COMMUNICATIONS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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