THI, Inc. provides investment management and financial advisory services to individuals, entrepreneurs, professionals, and small businesses. Services include investment counseling, portfolio review, financial planning, and complete portfolio management. THI also offers small business consulting services such as strategic planning, mergers and acquisitions advice, and business valuations.
Assets Under Management$30M
Clients23
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees negotiable for amounts above $4,000,000. There is generally a minimum $1,250 annual fee that is applicable to investment management of equity securities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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