Assets Under Management
$1.3B
Number of Clients
814
Number of Advisors
13
Average Client AUM
$1.6M
AUM per Advisor
$101.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Thrive Wealth Management offers investment management (discretionary and non-discretionary), retirement plan consulting, and financial planning to individuals, high net worth individuals, and businesses. They tailor services to client needs and objectives. They may recommend unaffiliated independent investment managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Investment advisory fee is negotiable in limited circumstances.
1000 Madison Avenue, Suite 208, Audubon, PA, 19403