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Ronald Adamoli

Thrivent Investment Management INC.
24 Years of Experience
Surprise, AZ
1 DisclosureBroker
View SEC Summary
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Ronald Adamoli is a registered investment advisor at Thrivent Investment Management INC., based in Surprise, AZ, with 24 years of industry experience. Ronald 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

Surprise, AZ

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History

Regulatory History (1)
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Criminal
April 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Thrivent Investment Management INC.
November 2022 - Present · 3 yrs 11 mos
Thrivent Investment Management INC.
October 2022 - Present · 4 yrs
Thrivent Investment Management INC.Broker
October 2022 - Present · 4 yrs
Previous Registrations
Financial Engines Advisors L.L.C.
June 2018 - February 2021 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - January 2018 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - January 2018 · 1 yr 10 mos
Charles Schwab & CO., INC.
August 2014 - August 2015 · 1 yr
Charles Schwab & CO., INC.Broker
November 2005 - August 2015 · 9 yrs 9 mos
Sunamerica Securities, INC.Broker
March 2004 - September 2005 · 1 yr 6 mos
Sentra Securities CorporationBroker
March 2004 - December 2004 · 9 mos
Charles Schwab & CO., INC.Broker
November 1998 - October 2003 · 4 yrs 11 mos
State Registrations1 state
AZ
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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