Matthew Fatz is a CFP-designated registered investment advisor at Thrive Wealth Management, LLC, based in Audubon, PA, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 814 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
1000 Madison Avenue, Suite 208, Audubon, PA, 19403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Thrive Wealth Management, LLC
Previous Registrations
United Capital Financial Advisers
Sei Investments Management CORP
Waddell & Reed, INC.
State Registrations1 state
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