wiseradvisor

Craig  Thompson, ChFC®
Assets Solutions

Tel: 619-709-0066
4400-A Ambassador Caffery Pkwy., #318
Lafayette, LA 70508

Maximizing Financial Success For People In or Near Retirement

Assets Solutions | Financial Advisor in Lafayette ,LA

About Assets Solutions

Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other investors with similar investment goals.

We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.


General Information

Firm Start Year:   2002
No.of Employees:   1
Gender:   Male
Name of Broker/Dealer:   None (RIA Firm)
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   LA, CA and TX
Number of Years with Current Firm:   19
Work Experience:   Craig Thompson began his career in 1987 working for a large mutual fund/brokerage firm. Five years later, he began working for an insurance company that provided financial planning, insurance and investment services. He became disenchanted by the failings of the buy-and-hold advice that his firm provided and so he began his own firm in 2002 which focused on technical analysis to help his clients achieve their investment goals without the large losses that are typical of a buy-and-hold strategy.

Craig graduated from the University of Louisiana at Lafayette with a degree in Business Administration. He is a member of the National Association of Active Investment Managers, and the Chartered Market Technicians Association, and has been a frequent guest speaker on The Financial Advisors Radio Program on News Radio 600 KOGO. Ready to share his expertise, he has provided educational workshops for many large firms, including Solar Turbines, Millipore, IMED, and The San Diego Career Center.
I work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   401K Rollovers, Investment Advice & Management, Money Management, Risk Management, Financial Planning for Individuals, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting


Services

Investment Types:   Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks
I can meet clients in the following ways:   Video Conference, Via Email


Firm Information

Firm's Number of Clients:   39
Firm's Number of Managed Clients:   39
Assets Managed by Firm:   $20,824,000
Advisor's Number of Clients:   39
Advisor's Number of Managed Clients:   39
Advisor's Number of Planning Clients:   39
Assets Managed by Advisor:   20,824,000


Compliance

Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Fee % Based on Assets:   1/2% - 2%
Additional Details on Charges:   Advisory fee is based on account size and charged quarterly directly from client accounts.
Minimum Fee Charged for Managed Accounts:   $2,000


Education

Bachelor of Science - Business Management  University of Louisiana at Lafayette - Lafayette, LA
08/01/1982-12/15/1986



Faqs

  • Do you have a customer satisfaction or refund policy? Clients are only charged for account management services for the time they are a client. Clients are able to move their account away from Asset Solutions at any time without fee or penalty and their advisory fee will be prorated for the time their account is being managed by Asset Solutions.
  • Why should I choose you as my financial advisor? If you are an investor who is within 15 years of retirement, you can't afford large losses in your accounts every time the financial markets go through large declines (bear markets). Most financial firms us a traditional buy-and-hold strategy which is designed to ride out any major declines in the financial markets while remaining fully invested. This strategy works well if you are young and have time to make up those losses with future deposits and portfolio returns. However, if you are near or in retirement these losses can have life altering consequences requiring you to reduce your retirement income or push back your retirement date. Asset Solutions specializes in using technical analysis to minimize risk/account losses during these "bear markets". We strive to get our clients quality returns without the life altering risk of losses that are typical of a buy-and-hold strategy used by most financial advisors.
  • What are your qualifications? What is your education background? Craig Thompson has worked in the financial industry for over 30 years and managed accounts actively through his firm since 2002.
  • How do you charge for your services? Asset Solutions is a fee only advisor.
  • How are you compensated? How will I pay for your services? Asset Solutions deducts client advisory fees directly from client accounts on a quarterly basis.
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Disclaimer

Asset Solutions is a registered investment adviser located in Youngsville, LA. Asset Solutions may only transact business in those states in which it is registered, which include CA, LA and TX, or qualifies for an exemption or exclusion from registration requirements.

Craig  Thompson

Craig  Thompson

ChFC®

After having lived in San Diego, California since 1988, Craig recently moved to Lafayette, Louisiana to be closer to family. A runner in his spare time, he competes regularly in races that range from 5k's to Ultra-marathons.

My Services

Portfolio Management

Most financial firms us a traditional buy-and-hold strategy which is designed to ride out any major declines in the financial markets while remaining fully invested. This strategy works well if you are young and have time to make up those losses with future deposits and portfolio returns. However, if you are near or in retirement these losses can have life altering consequences requiring you to reduce your retirement income or push back your retirement date. Asset Solutions specializes in using technical analysis to minimize risk/account losses during these "bear markets".


Risk Management

Asset Solutions specializes in using technical analysis to minimize risk/account losses during times of severe stock and bond market stress.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

USA

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