William O'doherty
William O'doherty is a registered investment advisor at Thrivent Investment Management INC., based in Montvale, NJ, with 23 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
221 W Grand Ave, Montvale, NJ, 07645
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
William owns a personal condo, but has no duties or responsibilities related to it as his spouse handles everything. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
State Registrations28 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.