Joel Brieske
Joel Brieske is a registered investment advisor at Thrivent Investment Management INC., based in Tomah, WI, with 22 years of industry experience. Joel 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
1021 Superior Ave, Tomah, WI, 54660
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations12 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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