Christian Abraham
Advisor at Thrive Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Thrive Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fort Washington, PA 19034
Credentials
Series 63, Series 65
Industry experience
13 years
Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.
Based on Thrive Capital Management, LLC
Based on Thrive Capital Management, LLC
In certain cases, flat fixed fee for financial planning, negotiable based on complexity
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Over $10,000,001+: Negotiable
Commission-based insurance products sold by dual-registered representatives, but not advisory fees
Financial planning and consulting fees range from $350 to $500 per hour; minimum engagement of 10 hours
Minimum fee: $2,000 minimum annual fee per household Fee-only: Asset management fees based on tiered AUM schedule; financial planning fees charged hourly
500 W Office Center Drive, Suite 300
Fort Washington, PA 19034
New Jersey · Pennsylvania
Thrive Capital Management, LLC
2023 - Present (3 years)
United Capital
2021 - 2023 (2 years)
Facet Wealth
2020 - 2021 (1 year)
SEI Investments Management Corp
2015 - 2020 (5 years)
SEI Investments Distribution Co
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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