Jeffrey Richard Walker

Thrive Capital Management, LLC

22 Years of Experience

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Firm Information

Thrive Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

15 advisors

Number of Clients

594 clients

Average Client Portfolio

$669K average

Assets Under Management

$397.7M

Fee Structure

Minimum Investment:None

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,000

Hourly Rate:$350 - $500/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Advisor Information

Office location

500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034

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Regulatory History (4)

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