Thrive Retirement Specialists provides comprehensive retirement planning and portfolio management services to individuals nearing or in retirement. The firm operates on a flat-fee model, charging a single quarterly rate for its integrated ThriveRetire service, which combines personalized retirement strategies with discretionary investment management. Thrive Retirement Specialists utilizes a passive investment philosophy, constructing diversified portfolios using low-cost index funds to cover global asset classes. The firm focuses on helping clients navigate retirement risks, develop sustainable spending plans, and maintain long-term alignment with their personal goals.
Fee Structure
Thrive Retirement Specialists charges a flat fee of $3,000 per quarter ($12,000 per year) for its combined retirement planning and investment management service. This fee is automatically deducted from your investment account and covers all portfolio management and ongoing planning activities.
