Charles Benway
Charles Benway is a registered investment advisor at Thrivent Investment Management INC., based in Hickory, NC, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
1015 2nd St Ne, Hickory, NC, 28601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is an ordained minister, serving on-call and devoting about 10-20% of his time to this role. He also serves as a Church Elder and President of the West Point Society of Western North Carolina.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
MML Investors Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
American General Securities IncorporatedBroker
Aal Capital Management CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations6 states
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.