Thistle Wealth Management is a registered investment advisor founded in 2024 and based in Maitland, Florida. The firm offers investment management and financial planning services to individuals, high-net-worth individuals, businesses, and other clients. Thistle Wealth Management builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating with discretionary or non-discretionary trading authority based on client preferences. For financial planning, Thistle Wealth Management covers a broad range of topics including business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. Services are available as ongoing engagements or project-based assignments. The firm is legally required to act in your best interest as a fiduciary and does not accept commissions or compensation for selling financial products.
Fee Structure
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. Household accounts may be aggregated for fee calculation purposes.