Thrive Portfolios provides investment management services where they make investment decisions for you. They also offer financial planning to help you understand your current and future financial situation. Thrive uses your goals, time horizon, and risk tolerance to create a personalized investment strategy. They also hold seminars and workshops to educate the public on different types of investments.
Assets Under Management$2.2M
Clients16
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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