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Charles Black

6 Years of Experience
Wheaton, IL
1 DisclosureBroker

Charles Black is a registered investment advisor at Thrivent Investment Management INC., based in Wheaton, IL, with 6 years of industry experience. Charles 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

114 N Hale St, Wheaton, IL, 60187

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History

Regulatory History (1)
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Criminal
April 2004
Final Disposition
Other Business Activities

Charles co-owns rental properties and contracts with property management services, spending minimal time on it. He also works as a print model for an outdoor apparel company, dedicating minimal time to this as well.

Employment History
Current Registrations
Thrivent Investment Management INC.
July 2019 - Present · 6 yrs 10 mos
Thrivent Investment Management INC.
June 2019 - Present · 6 yrs 11 mos
Thrivent Investment Management INC.Broker
June 2019 - Present · 6 yrs 11 mos
State Registrations23 states
AZCACOCTFLGAIAILINKSMIMNMOMTNCOHORPASCTXVAWIWV
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.