Fees

Combined Financial Planning & Investment Management Fee

Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties, we are only compensated by our clients.

The following schedule reflects Thrive's fee for comprehensive financial planning and investment management services.

$0 - $500,000 = 1.0%

$500,001 - $1,000,000 = 0.80%

$1,000,001 - $1,500,000 = 0.70%

$1,500,001 - $2,000,000 = 0.60%

$2,000,001 - $4,000,000 = 0.50%

$4,000,001 - $6,000,000 = 0.40%

$6,000,001 - above = Negotiable

Certain client circumstances may require a negotiated assets under management fee, flat fee, or separate advice fee. Third party transaction and performance reporting fees may be in addition to our assets under management fee.

 

 

Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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