Thrive Portfolios
Assets Under Management
$2.2M
Number of Clients
16
Number of Advisors
1
Average Client AUM
$140K
AUM per Advisor
$2.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Thrive Portfolios Inc. provides discretionary asset management services, sub-advisory services to other investment advisors, and financial planning and consulting. Financial planning includes a comprehensive evaluation of an investor's current and future financial state. They also hold seminars and workshops.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Thrive charges an annual investment advisory fee based on total assets under management, with a blended rate. For example, a client with $500,000 under management would pay $6,625 annually. The annual fee is negotiable based on certain criteria. Thrive also charges an hourly fee of $150 per hour for financial planning. Seminars and workshops range from $0 - $1000.
Areas of Practice
Location
1650 Garnet Ave., #1137, San Diego, CA, 92109