Randi Leese
Randi Leese is a registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA, with 17 years of industry experience. Randi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 786 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrive Capital Management charges an annual fee based on a percentage of the value of your portfolio. The rate drops as your investment grows:
- $0 to $1,000,000 — 1.50% per year
- $1,000,001 to $2,500,000 — 1.00% per year
- $2,500,001 to $5,000,000 — 0.75% per year
- $5,000,001 to $10,000,000 — 0.50% per year
- Over $10,000,001 — Negotiable
There is a minimum annual fee of $2,000 per household. If you use third-party money managers, you may pay an additional fee ranging from 0.05% to 0.50% per year.
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 Registrations2 states
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.
Exams
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