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)
Customer Dispute
June 2012Other Business Activities
Randi is the sole owner of R.L. Cake Designs, LLC, a non-investment related business designing custom cakes. Randi spends a few hours per week on this activity after business hours and on weekends.