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Jesse Kvitek

Thrivent Investment Management INC.
23 Years of Experience
New Richmond, WI
1 DisclosureBroker
View SEC Summary
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Jesse Kvitek is a registered investment advisor at Thrivent Investment Management INC., based in New Richmond, WI, with 23 years of industry experience. Jesse 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

460 S Knowles Ave, New Richmond, WI, 54017

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History

Regulatory History (1)
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Civil Bond
March 2008
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Other Business Activities

Jesse owns Building Blocks Properties, LLC, involved in the purchase, renovation, and sale of lease properties, dedicating minimal time. Jesse is also the Commodore (President) of the St. Croix Yacht Club, a social club, spending about 10-20% of their time in this ceremonial role.

Employment History
Current Registrations
Thrivent Investment Management INC.
October 2002 - Present · 24 yrs
Thrivent Investment Management INC.Broker
October 2002 - Present · 24 yrs
State Registrations13 states
AZCOFLHIIAILINMNMONMOHSDWI
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.
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