Stephen Erfle is a CFP-designated registered investment advisor at Thrive Wealth Management, LLC, based in Audubon, PA, with 17 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 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 →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
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