TrueAdvisor
TrueAdvisor
BB
BB

Brian Boyle

Thrivent Investment Management INC.
26 Years of Experience
Santa Barbara, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Brian Boyle is a registered investment advisor at Thrivent Investment Management INC., based in Santa Barbara, CA, with 26 years of industry experience. Brian 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

5290 Overpass Rd, Santa Barbara, CA, 93111

Get directions

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
July 2016
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian owns two rental properties and serves as a director for Creekside Plaza, the office building where his Thrivent office is located. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Thrivent Investment Management INC.
January 2004 - Present · 22 yrs 9 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
October 1999 - July 2002 · 2 yrs 9 mos
State Registrations29 states
ARAZCACOFLGAHIIAIDINMDMIMNMONCNENMNVNYOHORPASCSDTNTXUTWAWI
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.
More Advisors
More financial advisors in Santa Barbara, CA →All financial advisors in California →