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Thompson Creek Wealth Advisors

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Client assets under management

$42,556,060

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Clients

58

62% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

29

Low

Average account size

$733,725

About

Thompson Creek Wealth Advisors is a small, fee-only advisory firm serving individuals, trusts, estates, pension plans and charitable organizations, managing roughly $83.7 million for about 58 client relationships. The firm offers comprehensive wealth advisory and financial planning as well as portfolio management and may place clients into third‑party managed account programs when appropriate.

The firm uses a blend of strategic and tactical asset allocation and conducts fundamental and cyclical analysis to tailor portfolios to client objectives and risk tolerances. Thompson Creek invests across a broad range of instruments — including public securities, hedge funds, private placements and alternative investments — and monitors portfolios regularly with valuation and performance reviews.

What distinguishes Thompson Creek from many peers is its role as an investment adviser to private funds (the Glide family of funds) and its capacity to manage pooled investment vehicles, while reporting a majority of its AUM as non‑discretionary (approximately $62.3 million non‑discretionary versus $21.4 million discretionary). The firm also combines a net‑worth based retainer model for comprehensive wealth advisory services with conventional tiered asset management schedules, an uncommon mix for a two‑advisor practice.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Active portfolio management Concentrated stock management

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Fee options

Fixed

Negotiable fixed fees for financial planning services in certain circumstances

Percentage

$0 - $2,000,000: 0.75% annually (Comprehensive Wealth Advisory - based on net worth) $2,000,001 - $5,000,000: 0.60% annually (Comprehensive Wealth Advisory - based on net worth) $5,000,001 - $10,000,000: 0.45% annually (Comprehensive Wealth Advisory - based on net worth) $10,000,001+: 0.35% annually (Comprehensive Wealth Advisory - based on net worth) $0 - $2,000,000: 1.00% (Equity Oriented fee-only management) $2,000,001 - $5,000,000: 0.85% (Equity Oriented fee-only management) $5,000,001 - $10,000,000: 0.65% (Equity Oriented fee-only management) $10,000,001 - $30,000,000: 0.45% (Equity Oriented fee-only management) $30,000,001+: 0.35% (Equity Oriented fee-only management) $0 - $2,000,000: 0.50% (Conservative Fixed Income Oriented fee-only management) $2,000,001 - $5,000,000: 0.40% (Conservative Fixed Income Oriented fee-only management) $5,000,001 - $10,000,000: 0.30% (Conservative Fixed Income Oriented fee-only management) $10,000,001 - $30,000,000: 0.20% (Conservative Fixed Income Oriented fee-only management) $30,000,001+: 0.10% (Conservative Fixed Income Oriented fee-only management) $0 - $2,000,000: 0.80% (Example blended 60% Equity / 40% Conservative Fixed Income fee-only management) $2,000,001 - $5,000,000: 0.67% (Example blended 60% Equity / 40% Conservative Fixed Income fee-only management) $5,000,001 - $10,000,000: 0.51% (Example blended 60% Equity / 40% Conservative Fixed Income fee-only management) $10,000,001 - $30,000,000: 0.35% (Example blended 60% Equity / 40% Conservative Fixed Income fee-only management) $30,000,001+: 0.25% (Example blended 60% Equity / 40% Conservative Fixed Income fee-only management)

Project-based

Negotiable hourly fee for financial planning services, paid in advance; billed monthly upon completion

Other

Account minimum: $500,000 Minimum fee: $5,000 for fee-only advisory accounts; $9,000 minimum annual retainer for Comprehensive Wealth Advisory Services (may be waived) Fee-only: Fee-only investment advisory and financial planning services with tiered management fees and hourly or fixed fees for stand-alone financial planning

Main office location

Thompson Creek Wealth Advisors

Baton Rouge LA, United States

Number of offices

1

Most active in

More info

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 Tax-loss harvesting Active portfolio management Concentrated stock management
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 Tax-loss harvesting Active portfolio management Concentrated stock management
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