Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Thrive charges an annual fee based on assets under management. For households with less than $133,334 in total assets under management, there is a flat annual fee of $2,000. Financial planning and consulting fees are charged on an hourly basis at a rate of $350 - $500 per hour, with a minimum engagement of 10 hours. Some clients above $1,000,000 in assets under management may receive tax preparation and other services through unaffiliated service providers.
Areas of Practice
Advisor Information
Office location
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsRegulatory History (1)
Regulatory
February 2017Other Business ActivitiesSells Insurance
David is involved with Alpha Tauri Capital Partners, LLC in insurance since June 2021, and is a board member of the non-profit BEATCANCER.ORG since May 2017. He also owns 50% of Quantum Leap Services, LLC, a digital marketing agency, but spends minimal time on it.