Annual Plan 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 securities products or receive sales commissions from third parties for securities sales; we are only compensated by our clients.

The table below reflects Thrive’s blended fee schedule for combined financial planning and investment management services.

Firm minimum is $1 million.

Assets Under Management

First $0 - $500,000

Next $500,000 ($500,001 - $1,000,000)

Next $500,000 ($1,000,001 - $1,500,000)

Next $500,000 ($1,500,001 - $2,000,000)

Next $2,000,000 ($2,000,001 - $4,000,000)

Remaining Assets Exceeding $4,000,001

Annual Fee

1.00%

0.80%

0.70%

0.60%

0.50%

0.40%

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

View Thrive’s ADV Part 2A for additional information on Thrive’s fee practices.