Thistle Wealth provides investment management and financial planning services. As a fee-only firm, Thistle Wealth only receives compensation from clients. Wealth management includes investment management and financial planning. Financial planning involves evaluating a client's current and future financial state. Thistle Wealth also offers project-based financial planning for specific questions or issues.
Assets Under Management$18M
Clients11
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.98% |
| $1.0M - $3.0M | 0.93% |
| $3.0M - $5.0M | 0.83% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.48% |
Fees may be reduced or waived at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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