Erik
Schuster
Thrive Capital Management, LLC
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About this Advisor
Erik Schuster is a certified financial planner who works in Fort Washington, Pennsylvania, who has 2 years of industry experience. Schuster is on the advisory team at Thrive Capital Management, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, Absolute Mortgage, Towne House Restaurant, Ambrose Wealth Management, West Chester University, Thrive Capital Management, LLC, Thrive Insurance Group and Thrive Financial Services. Schuster holds a Series 63 license, qualifying them as a securities broker, and is registered to work in Pennsylvania. Thrive Capital Management, LLC is an advisory firm operating out of Fort Washington, PA. The company has offices in three locations and a total of 25 financial advisors. It administers $245 million in total assets across its 1,346 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,346 accounts, just 7% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management vary depending on which service is provided. However, fees charged by Thrive Capital Management, LLC likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrive Capital Management, LLC Brokerage Details
$244,686,500
25
1,346
$181,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Erik Schuster Work History
Erik has been registered as a financial advisor for 2 years.*
Thrive Capital Management, LLC
Thrive Insurance Group
Thrive Financial Services
The Vanguard Group, Inc
The Vanguard Group, Inc
Absolute Mortgage
Ambrose Wealth Management
West Chester University
Towne House Restaurant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Schuster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrive Capital Management, LLC
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
