Thrivealike LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage accounts, typically with the authority to make trades without asking first. Thrivealike also offers financial planning services, including retirement, college, and debt planning. They have three financial planning subscription services: Goal-Based Planner, Wealth Accumulator, and Advanced Planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. 401(k) management fees are up to 0.60%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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