THRIVE Financial Planning offers investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. For investment management, THRIVE creates and manages portfolios based on clients' goals, risk tolerance, and time horizons. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, estate planning, and more.
Assets Under Management$44M
Clients78
Advisors1
Avg. per Client$570K
Avg. per Advisor$44M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees on portfolios greater than $4,000,000 are negotiable. The firm also monitors assets on a non-discretionary basis for a fee of 0.75% per year on assets up to $4,000,000. Fees on portfolios greater than $4,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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