Erin Schipper

18 Years of Experience

Minneapolis, MN

Broker

Erin Schipper is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 18 years of industry experience. Erin 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.

Thrivent Investment Management INC.

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

600 Portland Ave S, Minneapolis, MN, 55415

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History

Regulatory History

Clean regulatory record

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.

Employment History