Aaron Lanteigne
Aaron Lanteigne is a registered investment advisor at Thrivent Investment Management INC., based in Indianapolis, IN, with 18 years of industry experience. Aaron 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
Indianapolis, IN
Get directionsHistory
Regulatory History (2)
Civil Bond
March 2016Regulatory
April 2010Other Business Activities
Aaron is a board member of Indy Christian Sports Fellowship, which aims to help people find their identity in Christ through sports and fellowship. He dedicates minimal time to this role, working with other board members to execute the organization's mission and vision.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations22 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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