TrueAdvisor
TrueAdvisor
MH
MH

Matthew Harrison

Thrive Capital Management, LLC
10 Years of Experience
1 Disclosure
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

Get directions

History

Regulatory History (1)
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.
Financial
May 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Thrive Capital Management, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLC
June 2021 - August 2023 · 2 yrs 2 mos
LPL Financial LLCBroker
June 2021 - August 2023 · 2 yrs 2 mos
M&t Securities, INC.
April 2021 - June 2021 · 2 mos
M&t Securities, INC.Broker
April 2021 - June 2021 · 2 mos
Securian Financial Services, INC.
September 2020 - May 2021 · 8 mos
Securian Financial Services, INC.Broker
July 2020 - May 2021 · 10 mos
Vanguard Marketing CorporationBroker
September 2011 - July 2016 · 4 yrs 10 mos
Metlife Securities INC.Broker
March 2011 - August 2011 · 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Matthew Harrison - Financial Advisor | TrueAdvisor