Neil Bellomy
Neil Bellomy is a CFP, ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Scottsdale, AZ, with 14 years of industry experience. Neil 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
16220 N Scottsdale Rd, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Country Capital Management CompanyBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Farm Vp Management CORP.Broker
State Registrations39 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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