We Do More Than Manage Your Money.
Find out more in our video:
iThrive Life Planning Process™
To learn more about each step, click on the appropriate arrow:
Meet The Team
FINANCIAL PLANNING ASSOCIATE
CLIENT SERVICE & OPERATIONS MANAGER
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.
|Assets Under Management||Percent Fee|
|$0 - $500,000||1.0%|
|$500,001 - $1,000,000||0.80%|
|$1,000,001 - $1,500,000||0.70%|
|$1,500,001 - $2,000,000||0.60%|
|$2,000,001 - $4,000,000||0.50%|
|$4,000,001 - $6,000,000||0.40%|
|$6,000,001 - above||Negotiable|
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.