Thrive Retirement Specialists (TRS) provides retirement planning and investment management services to high-net-worth individuals nearing or in retirement. TRS offers a single, integrated service called ThriveRetire™, which includes comprehensive retirement planning and discretionary investment management. TRS uses a passive investment philosophy, building diversified portfolios with low-cost index funds. The firm acts as a fiduciary, prioritizing clients' best interests.
Fee Structure
Thrive Retirement Specialists offers a combined retirement planning and investment management service for a flat fee of $3,000 per quarter. This fee covers both the ongoing retirement planning process and the management of your investment portfolio. The fee may be negotiable in rare cases. The firm uses low-cost index funds to build diversified portfolios.
