Thryve Wealth Management provides financial planning and investment management services. Financial planning covers various areas of a client's financial life. Investment management creates tailored portfolios based on client goals and risk tolerance, using a Core and Satellite approach with traditional and alternative investments. Thryve Wealth Management also offers direct indexing for tax-loss harvesting.
Assets Under Management$180M
Clients32
Advisors4
Avg. per Client$5.6M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and may vary among clients with similar account sizes and objectives. Direct indexing clients pay additional fees starting at 0.30%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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