Kandarp Shah is a registered investment advisor at Thrive Capital Management, LLC, based in Fort Washington, PA, with 10 years of industry experience. Kandarp 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
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kandarp is the owner and founder of Handyman Kan LLC, offering handyman services, dedicating about half of his time to this. He also co-hosts the "Takes from Below" podcast, discussing personal lifestyle decisions, which takes about 10-20% of his time.
Employment History
Current Registrations
Thrive Capital Management, LLC
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Scottrade, INC.Broker
State Registrations1 state
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.