Stephen Erfle is a CFP-designated registered investment advisor at Thrive Wealth Management, LLC, based in Blue Bell, PA, with 18 years of industry experience. Stephen 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 2 more. Their firm serves 870 clients with $1.6B 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 based on factors like account size, portfolio composition, and family relationships.
Fee Estimator
Location
350 Sentry Parkway, Suite 205, Building 670, Blue Bell, PA, 19422
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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 →Other Business Activities
Stephen is a 50% owner of A TWM JV, LLC, which is a partner in Singularity Planning Group, LLC. Stephen provides financial planning services to Singularity Planning Group.
Employment History
Current Registrations
Thrive Wealth Management, LLC
Previous Registrations
United Capital Financial Advisers
Legacy Advisors, LLC
Sei Investments Management CORP
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.
Exams
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