Thrive Wealth Management, LLC

Wealth Management Firm in Audubon, PA

Firm Info
Address: 2650 Audubon Rd, Audubon, PA 19403, USA
Phone: (215) 376-5530

Firm Size
Assets Under Management: $773.3 million
# of Advisors: 9
# of Clients: 1,815
Client to Advisor Ratio: 202:1
Average Account Size: $426,082
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Thrive Wealth Management, LLC Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

Thrive Wealth Management, LLC caters to a wide range of clients with varying financial needs. They provide financial planning services to individuals looking to achieve their financial goals, as well as high net worth individuals seeking more advanced wealth management strategies. The firm also works with charitable organizations in managing their investments and fulfilling their mission statements. Furthermore, they offer services to corporations of various types based on their specific financial requirements. As for fee structures, Thrive Wealth Management, LLC provides several options depending on the service provided. For those seeking investment management, the fee is typically a percentage of the client's assets under management (AUM). This allows clients to be charged only based on the amount of money being managed rather than a flat fee. For financial planning services that don't involve investment management, the firm offers hourly billing. This billing method is charged based on the amount of time spent on the client's financial plan. The firm also offers fixed fees for specific services. Overall, Thrive Wealth Management, LLC ensures that their fee structures are transparent, fair, and based on the needs of each individual client.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Thrive Wealth Management, LLC is $500,000. Their Part 2 Brochure notes that the registrant generally prefers to work with new clients who have at least $500,000 in investment assets to provide investment management services. There is no mention of any lower investment minimums, indicating that $500,000 is the minimum amount required for them to take on a new client.

How This Office Can Help Audubon, PA Residents

Thrive Wealth Management, LLC offers comprehensive financial planning services to clients living in Audubon, PA. Some of the financial situations that clients in this area may be facing include saving for retirement, managing their investments, minimizing taxes, and planning for their children's education. Thrive Wealth Management, LLC works closely with clients to understand their unique financial goals and develop a personalized strategy to achieve those goals. The team at Thrive Wealth Management, LLC includes experienced financial planners who can help clients navigate complex financial situations, such as estate planning and tax management. They also provide ongoing support to ensure that clients stay on track and make adjustments as needed. Whether clients are just starting to save for retirement or need help managing a significant inheritance, Thrive Wealth Management, LLC can provide the guidance and expertise they need to achieve financial success.

To view the Minimum Investment and Fee Schedule for Thrive Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Thrive Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Thrive Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2650 Audubon Rd, Audubon, PA 19403, USA
Phone (215) 376-5530
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Thrive Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Thrive Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.