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Albert Dailey

22 Years of Experience
Minneapolis, MN
1 DisclosureBroker

Albert Dailey is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 22 years of industry experience. Albert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

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.

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Location

600 Portland Ave S, Msc 7100, Minneapolis, MN, 55415

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History

Regulatory History (1)
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Financial
February 2018
Final
Other Business Activities

Albert is a self-employed certified instructor and NRA-certified trainer in safe handgun practices, also volunteering at a handgun club, dedicating a few hours per week. Additionally, Albert is an independent consultant for Michael Hyatt & Company, training business owners on using the Full Focus Planner, also dedicating a few hours per week.

Employment History
Current Registrations
Thrivent Investment Management INC.
April 2019 - Present · 7 yrs 3 mos
Thrivent Investment Management INC.
June 2005 - Present · 21 yrs 1 mo
Thrivent Investment Management INC.Broker
June 2005 - Present · 21 yrs 1 mo
Previous Registrations
State Farm Vp Management CORP.Broker
September 2004 - June 2005 · 9 mos
State Farm Vp Management CORP.Broker
February 2003 - July 2004 · 1 yr 5 mos
State Registrations51 states
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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.