Thrive Wealth Management is a registered investment advisor based in Audubon, Pennsylvania. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services to individuals, high-net-worth individuals, trusts, estates, and business entities. Thrive Wealth Management uses fundamental and technical analysis, allocating client assets across mutual funds, exchange-traded funds, independent managers, and individual securities based on personalized risk tolerance and investment objectives. The firm also offers specialized guidance such as tax-managed equity and fixed-income models, along with optional insurance products through licensed representatives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable in limited circumstances based on factors like account size, portfolio composition, and family relationships.