Thun Financial Advisors
Address (HQ):
313 Price Place Suite 105, Madison, WI 53705
Country:
United States
Contact:
Tel: 608-237-1318
 
Fax: 608-237-1584
 
Homepage:
Type:
Fee-only Registered Investment Advisor
Employees:
4
Founded:
2008
Legal Entity:
Limited Liability Corporation
Assets under
Management:
USD 31 million
Fees:
From 1.5% to 0.3% of assets under management, depending on asset size
Claim:
"Meeting the investment management and financial planning needs of Americans abroad”
Thun Financial Advisors Ratings and Comments
  • I have been working with these guys for 3 years and they are the only ones I could find who really understood the tax/investment issues that are unique to Americans Abroad. Their investment approach is about building wealth, not extracting comissions...
  • I have been very expertly assisted in my investments by the team at Thun. I now understand how important the financial planning element of investing is. My assets have grown by wise use of my money.