Thayer Financial offers investment management where they make investment decisions for you based on your goals and risk tolerance. They primarily invest in mutual funds and exchange-traded funds (ETFs), but may also recommend stocks and bonds. Thayer Financial also provides financial planning, either alongside investment management or as a standalone service, covering topics like retirement, education savings, and estate planning. They also offer pension consulting services to retirement plans.
Assets Under Management$110M
Clients125
Advisors2
Avg. per Client$850K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Clients paying a minimum annual fee of $10,000 may receive ongoing financial planning at no additional fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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