Michael Gerken
Michael Gerken is a registered investment advisor at Thrivent Investment Management INC., based in Newton, NC, with 33 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $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
Location
726 West C Street, Newton, NC, 28658
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other Business Activities
Michael is the President of Gerken Enterprises, LLC, collecting rent from tenants, and a board member at University Christian High School. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations21 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.