Investment Management

Investment Management Services

You have many options when it comes to investing. But it’s tough to cut through the noise to find someone you know has your best interest at heart. As an independent, fee-only, fiduciary financial advisor, I am never paid a commission of any kind. Along with my own personal values, I have an both a legal and an ethical obligation to provide unbiased, trustworthy, and accurate financial advice.

I believe that the key to superior lifetime investment returns lies in minimizing costs, diversifying your portfolio, minimizing taxes, and having sound investment discipline. When you invest with Thayer Financial, you receive investment portfolios that are built around highly diversified, low-cost investments, designed to achieve your goals and produce superior performance over the lifetime of your portfolio.

It is not a requirement for retirement planning clients to use my investment management services or vice versa. Having both placed with one adviser, however, achieves efficiencies and coordination in your finances and provides professional oversight to your investments.

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For investors interested in ESG Investing, I’m excited to announce that we are implementing an environmentally sustainable and socially responsible investment portfolio for clients that want to invest with these values.

Annual Assets Under Management Fee:

First $250,0001.15%
Next $250,000 ($250,001 – $500,000)1.05%
Next $500,000 ($500,001 – $1,000,000)0.95%
Next $1,000,000 ($1,000,000  – $2,000,000)0.85%
Next $3,000,000 ($2,000,001 – $5,000,000)0.50%
Above $5,000,0000.30%
This blended fee schedule is an annual investment management fee billed against assets under management

What’s included:

Ongoing investment management, access to our eMoney Advisor account aggregation client portal, annual performance reviews and reports.

The quarterly fee for a $1M account is determined by the following calculation: (($250,000 x 1.15%) + ($250,000 x 1.05%) + ($500,000 x 0.95)) ÷ 4 = $2,562.50.

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At Thayer Financial, we assist clients with investment management nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.

CFP Professional XY Planning Network NAPFA Fee-Only Network

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Thayer Financial
439 4th Street SW
Hickory, NC 28602

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