Thrive Investments offers a customizable online financial planning portal and ongoing investment management services. The financial planning portal helps clients organize their finances and evaluate different scenarios. For investment management, Thrive Investments considers each client's goals, risk tolerance, and time horizon. Thrive Investments primarily recommends low-cost, diversified exchange traded fund strategies.
Assets Under Management$11M
Clients4
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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