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Building Plans
To Improve Lives

I'm Ready To Thrive

We Do More Than Manage Your Money.

Find out more in our video:

Featured in the Press


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Meet The Team


Norman MacQueen, MBA

FINANCIAL ADVISOR


Michael Stanton, CFP®

FINANCIAL PLANNER


Matt Donahue, CFP®

FINANCIAL ADVISOR

Missy Pohlig, CFP®

FINANCIAL ADVISOR


Brian Hipwell

FINANCIAL PLANNING ASSOCIATE

Mary Ann McCallister

CLIENT SERVICE & OPERATIONS MANAGER

iThrive Ideas™


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Our Fees

Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties, we are only compensated by our clients.  The following schedule reflects Thrive's fee for comprehensive financial planning and investment management services.

Assets Under ManagementPercent Fee
$0 - $500,0001.0%
$500,001 - $1,000,0000.80%
$1,000,001 - $1,500,0000.70%
$1,500,001 - $2,000,0000.60%
$2,000,001 - $4,000,0000.50%
$4,000,001 - $6,000,0000.40%
$6,000,001 - aboveNegotiable


Our firm minimum is $500,000 of investable assets.

Certain client circumstances may require a negotiated assets under management fee, flat fee, or separate advice fee. Third party transaction and performance reporting fees may be in addition to our assets under management fee.

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I'm Ready To Thrive