Thayer Partners provides customized wealth management services, including investment management and financial planning. Investment management involves constructing portfolios of mutual funds, exchange-traded funds, and individual securities. Financial planning covers areas like retirement, education, and tax planning. Thayer also offers retirement plan advisory services and business advisory services to maximize business profits and owner's benefits.
Fee Structure
Thayer Partners' wealth management fees range from 0.50% to 1.50% annually, based on factors like the complexity of services, level of assets, and overall relationship. There is a $5,000 minimum annual fee, charged quarterly at $1,250, until the account reaches $500,000. After that, standard investment management fees apply. Fees are negotiable.