CA
CA

Christian Abraham

13 Years of Experience

Christian Abraham is a registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA, with 13 years of industry experience. Christian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
594 clients
Average Client Portfolio
$669K average
Assets Under Management
$397.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Thrive Capital Management, LLC
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
August 2022 - November 2023 · 1 yr 3 mos
Goldman Sachs Personal Financial Management
March 2022 - November 2023 · 1 yr 8 mos
Sei Investments Management CORP
September 2015 - September 2020 · 5 yrs
Sei Investments Distribution CO.Broker
September 2015 - September 2020 · 5 yrs
PNC InvestmentsBroker
November 2013 - August 2015 · 1 yr 9 mos
PNC Investments
November 2013 - August 2015 · 1 yr 9 mos
Ing Financial Partners, INC
January 2013 - November 2013 · 10 mos
Ing Financial Partners, INC.Broker
August 2011 - November 2013 · 2 yrs 3 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.