Joseph Fitzpatrick is a registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA. Joseph 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
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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 →Employment History
Current Registrations
Thrive Capital Management, LLC
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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