Jacob Stinson is a registered investment advisor at Thrive Capital Management, LLC, based in Odessa, FL, with 4 years of industry experience. Jacob 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
Odessa, FL
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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
Jacob is a sole proprietor involved in short-term and long-term real estate rentals in Tampa, FL since March 2017. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Thrive Capital Management, LLC
Previous Registrations
Oxford Wealth Group, LLC
Walser Wealth Management Company, a Limited Liability Company
Proxy Wealth Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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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