CD
CFP
CD
CFP

Christian Dekker

2 Years of Experience
Sells Insurance

Christian Dekker is a CFP-designated registered investment advisor at Thrive Wealth Management, LLC, based in Audubon, PA, with 2 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 814 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
814 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $1.5M0.70%
$1.5M - $2.0M0.60%
$2.0M - $4.0M0.50%
$4M+0.40%

Fees are negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1000 Madison Avenue, Suite 208, Audubon, PA, 19403

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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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Other Business ActivitiesSells Insurance

Christian is a licensed life and health insurance agent, engaging in commission-based insurance sales. This activity is investment-related.

Employment History
Current Registrations
Thrive Wealth Management, LLC
November 2023 - Present · 2 yrs 5 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.