Thrive Capital Management provides investment management and financial planning services. Thrive evaluates each client's financial situation and monitors accounts on an ongoing basis. Thrive may use other investment managers. Thrive also offers financial planning services on a one-time basis, covering retirement, college funding, estate planning, tax planning, and insurance needs.
Assets Under Management$400M
Clients594
Advisors16
Avg. per Client$670K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001. Households with less than $133,334 in total assets under management will be billed a flat, annual fee of $2,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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