Thompson Creek Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,556,060
Clients
58
Advisors
3
of 3 employees
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
Expertise
Fee options
Negotiable fixed fees for financial planning services in certain circumstances
$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)
Negotiable hourly fee for financial planning services, paid in advance; billed monthly upon completion
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
Baton Rouge LA
Advisors at this office
3
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael S
Series 65
Baton Rouge, LA
Thompson Creek Wealth Advisors
Michael Steinocher is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 designation. He has been with Thompson Creek Wealth Advisors since 2024. Prior to joining the firm, he worked at the University of Louisiana at Lafayette for seven years. Thompson Creek Wealth Advisors is a small, fee-only firm serving individuals, trusts, estates, pension plans, and charitable organizations, managing approximately $83.7 million across about 58 client relationships. The firm employs strategic and tactical asset allocation combined with fundamental and cyclical analysis, investing in a broad range of instruments including public securities, hedge funds, private placements, and alternative investments.
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.
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.
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