Thrivent Financial for Lutherans

Retirement Planning Firm in Garfield County, CO

Firm Info
Address: 112 W 3rd St, Palisade, CO 81526, USA
Phone: (970) 821-8015

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 registered Investment Advisory Firm with its headquarters located in Minneapolis, MN. Since its establishment in 2001, the firm has built a reputation of trust and expertise in offering comprehensive investment advice services. The firm operates as a fee-based commodity pool operator/advisor that provides portfolio management services to individuals, small businesses, and institutional clients. Thrivent Financial for Lutherans provides portfolio management services for various types of pooled investment vehicles, including investment companies. This allows the firm to create customized investment portfolios that cater to the unique needs of its clients. The firm's investment strategies are aimed at generating optimal returns and managing risks to achieve its clients' investment goals. The firm's fee-based arrangement ensures transparency, as clients are made aware of all costs involved in managing their investments. This fee structure also allows the firm to work in the best interests of its clients, as it does not rely on commissions or other incentives for generating revenue. Overall, Thrivent Financial for Lutherans is a premier investment advisory firm that provides expert portfolio management services to a diverse range of clients.

Thrivent Financial for Lutherans is dedicated to serving a diverse range of clients, which includes investment companies, pooled investment vehicles, pension or profit sharing plans, and other types of clients seeking comprehensive financial services. The firm employs a wide range of tailored strategies to meet the unique needs of each client group, providing personalized guidance on a range of issues, including investment management, risk assessment, and long-term financial planning. At Thrivent Financial for Lutherans, clients have access to a variety of fee structures, with fees being determined based on the service provided. For example, the firm may charge a percentage of assets under management (AUM) for ongoing investment management, or performance-based fees on investments that meet certain benchmarks. Under both scenarios, the firm's fees are designed to be transparent and competitive, with clients receiving clear and well-defined expectations upfront. With a focus on sound financial stewardship and a dedication to client satisfaction, Thrivent Financial for Lutherans is committed to providing high-quality financial services to all its clients, regardless of size or complexity.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure for Thrivent Financial for Lutherans, there is no mention of an investment minimum for their general investment services. However, for their private funds, including real estate funds and funds-of-funds, there is a minimum capital commitment of either $50,000 or $100,000. Therefore, clients interested in investing in these private funds should be prepared to meet these minimum investment requirements.

How This Office Can Help Garfield County, CO Residents

Thrivent Financial for Lutherans offers a range of financial services to clients in Garfield County, CO to help them achieve their financial goals. Some of the financial situations that someone living in Garfield County might be facing could include saving for retirement, paying off debt, creating a budget, or investing in the local oil and gas industry. Thrivent Financial for Lutherans assists clients in Garfield County by offering financial planning services. This includes helping clients create a financial plan that will help them meet their goals and stay on track. They also offer investment advice and management to help clients grow their money. Additionally, Thrivent Financial for Lutherans provides insurance options to protect clients and their assets. Whether someone is just starting out in their financial journey or is looking to retire soon, Thrivent Financial for Lutherans can help.

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 112 W 3rd St, Palisade, CO 81526, USA
Phone (970) 821-8015
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.