Plan2Thrive Financial builds personalized investment portfolios based on each client's individual goals, risk tolerance, and time horizon. The firm's investment approach utilizes long-term strategies across mutual funds, fixed income securities, exchange-traded funds, equities, and alternative investments. In addition to portfolio management, Plan2Thrive Financial offers ongoing and one-time financial planning covering retirement, taxes, insurance, and estate planning support tools. The firm also provides pension consulting services for employee benefit plans and directs clients to third-party investment managers when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees range up to 1.35% of assets under management depending on the third-party platform used (such as SEI Private Trust Company or Capital Group). Fees are generally negotiable.