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JC
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Jordan Eliot Cohen

Thrive Capital Management, LLC
17 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Thrive Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
594 clients
Average Client Portfolio
$669K average
Assets Under Management
$397.7M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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
—

Location

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

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2014
Employment Separation After Allegations
February 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Thrive Capital Management, LLC
July 2018 - Present · 7 yrs 7 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 LLCBroker
October 2010 - March 2014 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
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 | TrueAdvisor