Firm Information

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 ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

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

Get directions
Regulatory History (2)
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Employment Separation After Allegations
April 2014
Employment Separation After Allegations
February 2014
Employment History
Current Registrations
Thrive Capital Management, LLC
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Corecap Investments, INC.Broker
August 2014 - April 2016 · 1 yr 8 mos
Cco Investment Services CORP. Broker
March 2014 - May 2014 · 2 mos
LPL Financial LLC Broker
October 2010 - March 2014 · 3 yrs 5 mos
Wells Fargo Advisors, LLC Broker
July 2005 - October 2010 · 5 yrs 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Jordan Eliot Cohen - Financial Advisor | AdvisorDiscover