Assets Under Management
$397.7M
Number of Clients
594
Number of Advisors
15
Average Client AUM
$669K
AUM per Advisor
$26.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Thrive Capital Management provides investment management and financial planning services. They offer discretionary asset management, financial planning on a one-time basis, and hold educational seminars. Investment strategies are tailored to client goals and risk tolerance, utilizing model portfolios and third-party managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034