CA
CA

Christian Joseph Abraham

12 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thrive Capital Management, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
August 2022 - November 2023 · 1 yr 3 mos
Goldman Sachs Personal Financial Management
March 2022 - November 2023 · 1 yr 8 mos
Sei Investments Distribution CO.Broker
September 2015 - September 2020 · 5 yrs
Sei Investments Management CORP
September 2015 - September 2020 · 5 yrs
PNC Investments
November 2013 - August 2015 · 1 yr 9 mos
PNC InvestmentsBroker
November 2013 - August 2015 · 1 yr 9 mos
Ing Financial Partners, INC
January 2013 - November 2013 · 10 mos
Ing Financial Partners, INC.Broker
August 2011 - November 2013 · 2 yrs 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.