Thistle Wealth Management provides investment advice and financial planning to individuals. As a fee-only firm, Thistle Wealth Management is only compensated by its clients. Services include creating investment plans and managing portfolios, as well as financial planning covering areas like retirement, taxes, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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