Combined Financial Planning & Investment Management Fee
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 combined financial planning and investment management services.
|Assets Under Management||Annual Fee|
|First $0 - $500,000||1.0%|
|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 $4,000,001||0.40%|
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.
The potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, asset level, and overall objectives. Because client fees are negotiable, similarly situated clients may pay varying fees for similar or comparable services. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.