Robert Whitlach
Robert Whitlach is a registered investment advisor at Thrivent Investment Management INC., based in Jensen Beach, FL, with 17 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3472 NE Savannah Rd, Jensen Beach, FL, 34957
Get directionsHistory
Regulatory History (1)
Civil Bond
February 2010Other Business Activities
Robert is the president of Avonlea Owners Association, co-chairman of Treasure Coast Mission Coalition, part owner of NORAC LLC, LLC member of Pineapple Chalet, LLC, and a board member of Helping People Succeed. These activities involve property management, charitable work, and take a few hours per week to about 10-20% of his time.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.