Thrive Wealth Management offers investment management, retirement plan consulting, and financial planning to individuals, high net worth individuals, pension and profit sharing plans, and other entities. Thrive creates investment strategies based on client objectives and risk tolerance, and monitors account performance. Thrive may recommend independent investment managers. Financial planning covers investment and non-investment matters. Thrive does not provide legal or accounting services.
Assets Under Management$1.3B
Clients814
Advisors11
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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