Randi Leese is a registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA, with 16 years of industry experience. Randi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 594 clients with $400M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001. Households with less than $133,334 in total assets under management will be billed a flat, annual fee of $2,000.
Fee Estimator
Location
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business Activities
Randi is the sole owner of R.L. Cake Designs, LLC, a non-investment related business designing custom cakes. Randi spends a few hours per week on this activity after business hours and on weekends.
Employment History
Current Registrations
Thrive Capital Management, LLC
Previous Registrations
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.