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.
|Firm Start Year:||2002|
|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|
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|
|Investment Types:||Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks|
|I can meet clients in the following ways:||Video Conference, Via Email|
|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|
|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|
|Bachelor of Science - Business Management||
University of Louisiana at Lafayette - Lafayette, LA
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.
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.
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".
Asset Solutions specializes in using technical analysis to minimize risk/account losses during times of severe stock and bond market stress.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|