THRIVE Financial Management provides investment management and financial planning services to individuals, professionals, executives, entrepreneurs, retirees, and small business owners. THRIVE creates and manages client portfolios based on an Investment Policy Statement agreed upon with each client. Financial planning services are offered on a fee-only basis and cover a range of topics from gifting and debt management to retirement planning.
Assets Under Management$4.5M
Clients15
Advisors1
Avg. per Client$300K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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