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Alex Linder

21 Years of Experience
Houston, TX
1 DisclosureBroker

Alex Linder is a registered investment advisor at Thrivent Investment Management INC., based in Houston, TX, with 21 years of industry experience. Alex 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

12807 Jones Road, Houston, TX, 77070

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History

Regulatory History (1)
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Customer Dispute
December 2017
Denied
Other Business Activities

Alex is a trust board member at Salem Lutheran School since 2016, where he helps decide how proceeds are distributed to scholarships and other charitable organizations. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.
December 2004 - Present · 21 yrs 9 mos
Thrivent Investment Management INC.Broker
November 2004 - Present · 21 yrs 10 mos
Thrivent Investment Management INC.
November 2004 - Present · 21 yrs 10 mos
State Registrations14 states
CACOFLIALAMOOHORPATXVAWAWIWV
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.
Alex Linder - Financial Advisor | TrueAdvisor