We Do More Than Manage Your Money.
Find out more in our video:
iThrive Life Planning Process™
To learn more about each step,
check out our video or click on the appropriate arrow below:
Meet The Team
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 table below reflects Thrive's blended fee schedule for comprehensive financial planning and investment management services.
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.