Paul White
Paul White is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Litchfield, MN, with 27 years of industry experience. Paul 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
403 N Sibley Ave, Litchfield, MN, 55355
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Paul and his wife own rental property, for which he primarily handles the bookkeeping, dedicating minimal time. He also owns a honey production and sales business, spending a few hours per week, and is a health insurance agent for Blue Cross and Blue Shield of Minnesota, also dedicating minimal time.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.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.
Exams
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