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Raeann Kusch

Thrivent Investment Management INC.
32 Years of Experience
Livonia, MI
1 DisclosureBroker
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Raeann Kusch is a registered investment advisor at Thrivent Investment Management INC., based in Livonia, MI, with 32 years of industry experience. Raeann 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
—
View Full SEC Brochure

Location

19045 Farmington Rd, Livonia, MI, 48152

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Raeann is a writer and speaker on hospitality and biblical issues to Christian women's groups, dedicating minimal time to this activity. She also serves on the board of Huron River Club and is the treasurer for Boulder Pines Condominium Association.

Employment History
Current Registrations
Thrivent Investment Management INC.
August 2008 - Present · 18 yrs 2 mos
Thrivent Investment Management INC.
December 1993 - Present · 32 yrs 10 mos
Thrivent Investment Management INC.Broker
December 1993 - Present · 32 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
August 2006 - December 2007 · 1 yr 4 mos
State Registrations18 states
AZFLGAIAILINKYMDMIMNNCNJOHPASCTXWAWI
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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