THOR Wealth Management provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. THOR also provides advice on financial planning, retirement planning, estate planning, and tax planning. For investment management, THOR uses a disciplined approach to investing, using model portfolios that meet the individual needs and risk tolerances of clients.
Assets Under Management$680M
Clients493
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.40% |
For emerging wealth clients (ages 28-40), the annual investment fee is 0.75% on the first $3,000,000 and 0.50% on any amount over $3,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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