Richard Parrett is a CFP-designated registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA, with 34 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 594 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Households with less than $133,334 in total assets under management will be billed a flat, annual fee of $2,000.
Fee Estimator
Location
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Thrive Capital Management, LLC
Previous Registrations
Empower Advisory Group, LLC
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State Registrations2 states
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