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Matthew Mast

Thrivent Investment Management INC.
21 Years of Experience
Saint Joseph, MI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Matthew Mast is a registered investment advisor at Thrivent Investment Management INC., based in Saint Joseph, MI, with 21 years of industry experience. Matthew 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

715 Market St, Saint Joseph, MI, 49085

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History

Regulatory History (1)
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Criminal
October 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Thrivent Investment Management INC.
July 2014 - Present · 12 yrs 3 mos
Thrivent Investment Management INC.
July 2014 - Present · 12 yrs 3 mos
Thrivent Investment Management INC.Broker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
April 2009 - July 2014 · 5 yrs 3 mos
UBS Financial Services INC.Broker
April 2009 - July 2014 · 5 yrs 3 mos
Citigroup Global Markets INC.
August 2006 - May 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
Thrivent Investment Management INC.
November 2005 - June 2006 · 7 mos
Thrivent Investment Management INC.Broker
October 2005 - June 2006 · 8 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
January 2005 - September 2005 · 8 mos
State Registrations17 states
COFLGAILINKYMEMIMNMONEOHOKSCTXVAWV
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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