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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:

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Meet The Team


Norman MacQueen - Thrive Wealth Management

Norman MacQueen, MBA

FINANCIAL ADVISOR


Michael Stanton - Thrive Wealth Management

Michael Stanton, CFP®

FINANCIAL PLANNER


Michael Stanton - Thrive Wealth Management

Matthew Fatz, CFP®

FINANCIAL PLANNER


Matt Donahue - Thrive Wealth Management

Matt Donahue, CFP®

FINANCIAL ADVISOR

Missy Pohlig - Thrive Wealth Management

Missy Pohlig, CFP®

FINANCIAL ADVISOR



Mary Ann McCallister - Thrive Wealth Management

Mary Ann McCallister

CLIENT SERVICE & OPERATIONS MANAGER

Brian Hipwell - Thrive Wealth Management

Brian Hipwell

FINANCIAL PLANNING ASSOCIATE



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 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.

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