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ChFC

Boyd Hough

Thrivent Investment Management INC.
44 Years of Experience
Salisbury, NC
Broker
View SEC Summary
View SEC Summary

Boyd Hough is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Salisbury, NC, with 44 years of industry experience. Boyd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Thrivent Investment Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1505 Old Concord Rd, Salisbury, NC, 28146

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History

Regulatory 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.

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Employment History
Current Registrations
Thrivent Investment Management INC.
August 2002 - Present · 24 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Lutheran Brotherhood Securities CORP
January 2000 - August 2002 · 2 yrs 7 mos
Lutheran Brotherhood Securities CORP.Broker
August 1982 - July 2002 · 19 yrs 11 mos
State Registrations8 states
AZGAMINCOHORSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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