David Bezar
David Bezar is a registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA, with 29 years of industry experience. David 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)
Regulatory
February 2017Other Business ActivitiesSells Insurance
David is involved with Alpha Tauri Capital Partners, LLC in insurance since June 2021, and is a board member of the non-profit BEATCANCER.ORG since May 2017. He also owns 50% of Quantum Leap Services, LLC, a digital marketing agency, but spends minimal time on it.
Employment History
Current Registrations
Thrive Capital Management, LLC
Previous Registrations
Corecap Investments, INC.Broker
Parsonex Securities, INC.Broker
Securities America, INC.Broker
PFS Investments INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.