AD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2831 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B
Fee Structure
Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The AdvisorFlex Program charges a quarterly fee based on the value of your annuity contract. The annual fee ranges from 0.90% to 2.00% depending on the size of your account. For funds held in the Fixed Account, the maximum program fee is 0.50%. The minimum initial investment is $25,000. The Program Fee will vary among clients and may be negotiable under certain circumstances.
Areas of Practice
Investment Management
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Advisor Information
Office location
20 West Main St, Hummelstown, PA, 17036
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Thrivent Investment Management INC.
November 2022 - Present · 3 yrs 2 mos
Thrivent Investment Management INC. Broker
October 2022 - Present · 3 yrs 3 mos
Thrivent Investment Management INC.
October 2022 - Present · 3 yrs 3 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.