Thrivent Financial for Lutherans

Wealth Management Firm in Island County, WA

Firm Info
Address: 625 Tyler St, Port Townsend, WA 98368, USA
Phone: (360) 787-2511

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 investment advisory firm that has been in business since 2001. Its headquarters are located in Minneapolis, MN. The firm is registered as a commodity pool operator/advisor and provides investment advice to its clients. It offers a range of services, including portfolio management for individuals and small businesses, as well as portfolio management for investment companies and pooled investment vehicles. At Thrivent Financial for Lutherans, clients can expect portfolio management services that are customized to their needs and goals. Whether an individual or small business is looking for investment advice, or an institutional client needs portfolio management, the firm's advisors can help. The firm's fee arrangement is based on the services offered and is transparent, so clients can be confident in the management of their assets. Overall, Thrivent Financial for Lutherans is a trusted investment advisory firm with a reputation for providing quality services to its clients. Whether a client is seeking portfolio management for themselves or their business, the firm has the expertise and experience to help them achieve their financial goals.

THRIVENT FINANCIAL FOR LUTHERANS is a financial firm that serves a wide range of clients. Among its clientele are investment companies, pooled investment vehicles, pension or profit sharing plans, and other types of clients. With a focus on sound financial management and investment strategies, THRIVENT FINANCIAL FOR LUTHERANS has the expertise to help clients achieve their financial goals, regardless of their specific needs and preferences. Fee structures at THRIVENT FINANCIAL FOR LUTHERANS vary depending on the service provided. For those clients who require asset management services, the firm charges a percentage of assets under management (AUM). This fee is typically an ongoing expense that covers the cost of managing and maintaining the client's portfolio. For clients who seek performance-based fees, the fee structure is based on the investment performance of the assets under management. This type of fee is designed to align the interests of the client with those of the firm, incentivizing high-quality investment strategies and results. Overall, THRIVENT FINANCIAL FOR LUTHERANS offers a range of flexible fee structures that can be tailored to meet the needs of any client.

Typical Clients, Fee Structures & Investment Minimum

According to THRIVENT FINANCIAL FOR LUTHERANS' Part 2 Brochure, their note about investment minimums specifies that their Other Private Funds, including the real estate funds and funds-of-funds, have a minimum capital commitment of either $50,000 or $100,000.

How This Office Can Help Island County, WA Residents

Thrivent Financial for Lutherans offers a range of services to clients in Island County, WA, including financial planning, investments, and insurance. As a trusted partner to many residents in this area, Thrivent is dedicated to helping people navigate some of the most challenging financial situations they may face in their lifetimes. One of the most common financial challenges faced by those living in Island County, WA is retirement planning. With many individuals working locally in agriculture or fishing, it can be difficult to save for retirement while also covering day-to-day expenses. Thrivent Financial for Lutherans can help clients develop a comprehensive plan for retirement savings, including advising on investments, tax strategies, and estate planning. Additionally, many families in the area face the costs of caregiving for aging parents or family members with disabilities. Thrivent can provide financial support and guidance for families navigating these complex issues, including developing a long-term care plan and exploring insurance options.

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 625 Tyler St, Port Townsend, WA 98368, USA
Phone (360) 787-2511
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.