Adam Julch
Adam Julch is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Omaha, NE, with 13 years of industry experience. Adam 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
11808 Miracle Hills Drive, Ste 110, Omaha, NE, 68154
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a board member for the Omaha School of Ministry, dedicating minimal time. He is also a Wealth Advisor/Partner at Thrivent Advisor Network, LLC (nearly full-time), owner of ADJRP, LLC (more than full-time), and an insurance producer selling/servicing fixed insurance contracts (minimal time).
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Advisor Network, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Aal Capital Management CorporationBroker
State Registrations7 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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