Gene Bergmeier is a registered investment advisor at Thrive Financial Management, based in Monument, CO, with 3 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 15 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Monument, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thrive Financial Management
State Registrations1 state
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