CB
CB

Christopher Joseph Bak

9 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

1015 Virginia Drive, Suite 210, 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 2020 - Present · 5 yrs 4 mos
Previous Registrations
Liberty Partners Financial Services, LLCBroker
June 2019 - September 2020 · 1 yr 3 mos
Efficient Advisors
October 2017 - August 2020 · 2 yrs 10 mos
Boenning & Scattergood, INC.Broker
September 2017 - October 2017 · 1 mo
1914 Advisors
June 2016 - October 2017 · 1 yr 4 mos
Efficient Advisors
April 2016 - June 2016 · 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.