William Lagrange
William Lagrange is a registered investment advisor at Thrivent Investment Management INC., based in Oviedo, FL, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
2441 West SR 426, Oviedo, FL, 32765
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2015Customer Dispute
October 2008Customer Dispute
August 2006Other Business Activities
William has inherited mineral rights and ownership in a family farm, and is a partner in a real estate partnership, but is not actively involved in any of these businesses. He also serves on the board and investment committee for St. Lukes Lutheran Church and School Foundation, spending minimal time on these activities.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations20 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.