Thrive Portfolios provides discretionary investment management and financial planning services to individuals and families. Thrive Portfolios builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, using various analysis methods such as fundamental and quantitative analysis. In addition to managing investments, Thrive Portfolios offers comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction strategies, estate preservation, and personal net worth tracking. Clients can also receive financial planning on an hourly basis. Thrive Portfolios has no account minimums, making services accessible to investors at various stages of wealth accumulation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable based on historical relationships, account composition, and expected future assets.