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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


Steve Erfle - Thrive Wealth Management

Steve Erfle, CFP®, CDFA™, MBA

MANAGING PARTNER

Matt Donahue - Thrive Wealth Management

 Matt Donahue, CFP®

 RELATIONSHIP MANAGER

 Christian Dekker

 FINANCIAL PLANNING ASSOCIATE 

Michael Stanton - Thrive Wealth Management  Matt Fatz, CFP®

FINANCIAL PLANNER

Norman MacQueen, MBA

FINANCIAL ADVISOR







      

Jack Green

   FINANCIAL PLANNING ASSOCIATE


Mary Ann McCallister

CLIENT SERVICE & OPERATIONS MANAGER

Michelle Smaltz

OPERATIONS SPECIALIST

Brian Hipwell - Thrive Wealth Management      

Brian Hipwell, CFP®

RELATIONSHIP MANAGER

Amanda McKay

OFFICE ADMINISTRATOR 


  Michael Stanton, CFP®

FINANCIAL PLANNER

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 table below reflects Thrive's blended fee schedule for comprehensive financial planning and investment management services. 


Assets Under ManagementAnnual Fee
First $0 - $500,0001.0%
Next $500,000 ($500,001 - $1,000,000)0.80%
Next $500,000 ($1,000,001 - $1,500,000)0.70%
Next $500,000 ($1,500,001 - $2,000,000)0.60%
Next $2,000,000 ($2,000,001 - $4,000,000)0.50%
Remaining Assets Exceeding $4,000,0010.40%


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.