Thrivent Financial for Lutherans

Wealth Management Firm in Chautauqua County, NY

Firm Info
Address: 10 E Washington St, Corry, PA 16407, USA
Phone: (814) 920-6939

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 headquartered in Minneapolis, MN. The company has been in business since 2001 and specializes in commodities pool operation and advising, as well as providing investment advice. They offer portfolio management services for individuals, small businesses, investment companies, and institutional clients. The firm has a strong reputation in the industry due to their emphasis on financial planning and conservative investment strategies. They pride themselves on providing tailored investment solutions to meet the unique needs of their clients. Thrivent Financial for Lutherans offers a range of services including portfolio management, investment research, and financial planning. Thrivent Financial for Lutherans has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. They take a collaborative approach to wealth management, working closely with clients to understand their objectives and risk tolerance. The firm’s expertise in commodities pool operation and advising is particularly valuable in today’s complex investment landscape. Thrivent Financial for Lutherans is an excellent choice for anyone looking for comprehensive investment advice and portfolio management services.

Thrivent Financial for Lutherans is a prominent financial services firm renowned for its exceptional client services, catering to a diverse range of clients including investment companies, pension or profit sharing plans, and pooled investment vehicles. Additionally, the firm's team of experts offers comprehensive financial consultation to other types of clients, ranging from high net-worth individuals to institutional clients. When it comes to fee structures, Thrivent Financial for Lutherans offer two different pricing models, each designed to meet the specific needs and expectations of their clients. The first option available is a percentage of AUM (assets under management), which is typically charged as an annual fee based on a percentage of the total assets that the client has invested with the firm. This approach is ideal for clients seeking long-term investment management and financial planning tailored to their specific goals and objectives. The second fee structure available is performance-based fees, designed to align the interests of the client and the firm. In this model, clients pay a predetermined fee that is based on the percentage of the returns that the firm generates through its investment strategies. This approach is particularly well-suited for clients looking for active portfolio management and short term investment strategies. In both cases, Thrivent Financial for Lutherans provide transparent and reasonable pricing structures to ensure an equitable and profitable partnership with their esteemed clients.

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 investment offerings, except for their Other Private Funds such as real estate funds and funds-of-funds. These offerings have a minimum capital commitment of either $50,000 or $100,000. Therefore, it is unclear what Thrivent Financial for Lutherans' overall investment minimum is for their investment offerings.

How This Office Can Help Chautauqua County, NY Residents

Thrivent Financial for Lutherans is committed to helping clients in Chautauqua County, NY through careful financial planning and investment management. With a deep understanding of the unique challenges and opportunities facing those living in this region, Thrivent Financial provides tailored solutions designed to help clients achieve their financial goals. Residents of Chautauqua County, NY may be facing a number of financial issues, including managing debt, planning for retirement, and saving for their children's education. Thrivent Financial's team of experienced advisors can provide guidance and support in all of these areas, helping clients create comprehensive financial plans that take into account their unique circumstances and goals. Additionally, Thrivent Financial offers a range of investment and insurance options designed to protect and grow clients' assets over time, helping them achieve financial security and independence.

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 10 E Washington St, Corry, PA 16407, USA
Phone (814) 920-6939
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.