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Alex Linder

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

12807 Jones Road, Houston, TX, 77070

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History

Regulatory History (1)
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Customer Dispute
December 2017
Denied
View Full SEC ReportHow to Read Disclosures
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 10 mos
Thrivent Investment Management INC.Broker
November 2004 - Present · 21 yrs 11 mos
Thrivent Investment Management INC.
November 2004 - Present · 21 yrs 11 mos
State Registrations15 states
CACOFLIALAMOOHOKORPATXVAWAWIWV
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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