Thrivent Financial for Lutherans

Financial Advisor in Hood River, OR

Firm Info
Address: 166 E Jewett Blvd, White Salmon, WA 98672, USA
Phone: (509) 640-3623

Firm Size
Assets Under Management: $123 billion
# of Advisors: 145
# of Clients: 67
Client to Advisor Ratio: -
Average Account Size: $1.8 billion
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Thrivent Financial For Lutherans Overview

Thrivent Financial for Lutherans is a Minneapolis-based firm that has been operating since 2001. As a registered investment advisory firm, Thrivent Financial provides investment advice for individuals, small businesses, and institutional clients. The firm operates on a fee-based model, ensuring transparency and fairness in its dealings with clients. As a commodity pool operator and advisor, Thrivent Financial offers portfolio management services for investment companies and pooled investment vehicles. Clients can expect personalized portfolio management services tailored to their unique needs and investment goals. Thrivent Financial helps clients grow and manage their investments while mitigating risks and maximizing returns. Overall, Thrivent Financial for Lutherans is a trusted investment advisory firm that offers expert portfolio management services to a diverse clientele. Whether you are an individual, small business, or institution, you can trust this firm to help you manage your investments and achieve your financial goals.

Thrivent Financial for Lutherans serves a diverse range of clients from investment companies to pension or profit-sharing plans. They also cater to other types of clients seeking tailored financial solutions. Thrivent Financial for Lutherans understands that the needs of each client are unique and therefore, offers several fee structures depending on the specific services provided. For example, clients can opt for a percentage of AUM (assets under management) fee structure where fees are based on a percentage of the client's investment portfolio. Alternatively, clients can choose a performance-based fee structure where fees are based on the returns generated by the investments. Thrivent Financial for Lutherans is committed to providing their clients with the best possible service and fee structures that suit their unique financial needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Thrivent Financial for Lutherans does not mention an investment minimum for their services. However, they do mention that their Other Private Funds, such as the real estate funds and funds-of-funds, have a minimum capital commitment of either $50,000 or $100,000. It is important to note that this information pertains only to those specific funds and not to all of their investment offerings.

How This Office Can Help Hood River, OR Residents

Thrivent Financial for Lutherans is a financial services organization that specializes in providing assistance and guidance to its clients to help them live a successful and fulfilling life. Clients living in Hood River, OR, can turn to Thrivent Financial for a range of financial services and solutions. From creating a personalized financial plan to building a retirement portfolio, Thrivent Financial can assist clients with all of their financial needs. Hood River, OR, is an idyllic small town that often attracts retirees or outdoor enthusiasts. As such, residents may face financial concerns that are unique to their lifestyle. Some financial challenges people in Hood River, OR, may face include living on a fixed income, managing long-term care costs, and protecting their assets against market volatility. Thrivent Financial can assist clients by creating a customized financial plan that addresses these concerns and more, helping ensure that their financial goals align with their lifestyle and aspirations.

To view the Minimum Investment and Fee Schedule for Thrivent Financial For Lutherans, visit their Part 2 Brochure.

Services Offered by Thrivent Financial For Lutherans

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Thrivent Financial For Lutherans most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 166 E Jewett Blvd, White Salmon, WA 98672, USA
Phone (509) 640-3623
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 901 MARQUETTE AVENUE, SUITE 2500, MINNEAPOLIS, MN 55402-3211, United States

This firm has no other locations.

State Registrations

Thrivent Financial For Lutherans is registered to service clients in the following states:

  • Delaware
  • Minnesota
  • Wisconsin

Disciplinary History

Thrivent Financial For Lutherans does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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