Thrivent Financial for Lutherans

Wealth Management Firm in Calhoun County, AL

Firm Info
Address: 60 Dearmanville Dr N, Anniston, AL 36207, USA
Phone: (435) 633-6629

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 fee-based registered investment advisory firm that has been in business since 2001. The company is headquartered in Minneapolis, MN, and is also a commodity pool operator/advisor, providing investment advice. Thrivent Financial for Lutherans offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, as well as portfolio management of pooled investment vehicles. In addition, the firm also provides portfolio management services for businesses and institutional clients. Thrivent Financial for Lutherans is a reliable and trusted investment advisory firm with a strong presence in the market. Their fee-based fee arrangement ensures that their services are aligned with the best interests of their clients and not influenced by commission-based compensation. The firm's expertise in portfolio management is highly sought after by individuals, small businesses, and institutional clients, looking for a trusted partner that can navigate the complex financial markets. With its solid track record and experience of over two decades, Thrivent Financial for Lutherans is a top choice for anyone seeking portfolio management services. Overall, Thrivent Financial for Lutherans is a reputable registered investment advisory firm that offers tailored investment advice and top-notch portfolio management services to a diverse client base. With its strong commitment to providing unbiased and transparent advice, the firm has established itself as a trusted name in the industry.

Thrivent Financial for Lutherans is a well-respected financial advisory firm that offers specialized services to a range of clients. The firm's clientele includes investment companies, pooled investment vehicles, pension or profit sharing plans, as well as other types of clients. Thrivent Financial for Lutherans provides tailored solutions, working closely with clients to ensure that their unique needs are met. Depending on the service provided, Thrivent Financial for Lutherans offers different fee structures to its clients. For instance, clients may be charged a percentage of assets under management (AUM) to compensate the firm for its services. Alternatively, the firm may charge a performance-based fee, which is calculated based on the investment returns achieved for the client's portfolio. The flexibility in fee structures allows clients to choose the payment model that best fits their needs. Whatever the fee structure, Thrivent Financial for Lutherans always provides transparent and fair pricing to its clients, ensuring they receive the best value for their money.

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 Calhoun County, AL Residents

Thrivent Financial for Lutherans is committed to assisting clients in Calhoun County, AL, and helping them navigate through various financial situations. With expertise in investment planning, retirement planning, estate planning, and insurance coverage, Thrivent Financial for Lutherans can help individuals and families make informed decisions regarding their finances. Clients in Calhoun County may seek help with retirement planning, as the median age in the county is 37 years old. In addition, Calhoun County has a poverty rate of 19.5%, which may lead individuals to seek assistance with budgeting and debt management. Thrivent Financial for Lutherans can assist with these issues and provide tailored solutions to meet the specific needs of clients in Calhoun County. They can also help protect clients' assets and plan for the future, especially with the average home value in Calhoun County being $111,000, making homeownership a significant investment for many residents. Overall, Thrivent Financial for Lutherans offers personalized support to clients in Calhoun County, helping them navigate significant financial decisions and challenges.

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 60 Dearmanville Dr N, Anniston, AL 36207, USA
Phone (435) 633-6629
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.

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