RF
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Raphael Fairell

17 Years of Experience
Atlanta, GA
Broker

Raphael Fairell is a registered investment advisor at Thrivent Investment Management INC., based in Atlanta, GA, with 17 years of industry experience. Raphael 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

200 Galleria Pkwy SE, Atlanta, GA, 30339

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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.

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Other Business Activities

Raphael serves as a Legacy Pastor at Mountain West Church and a board member at MW Hope Center, dedicating a few hours per week to these roles. Raphael also owns an Orange Theory Fitness location, spending minimal time helping to grow its profitability.

Employment History
Current Registrations
Thrivent Investment Management INC.
April 2024 - Present · 2 yrs 1 mo
Thrivent Investment Management INC.
April 2024 - Present · 2 yrs 1 mo
Thrivent Investment Management INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
September 2019 - March 2024 · 4 yrs 6 mos
UBS Financial Services INC.Broker
August 2019 - March 2024 · 4 yrs 7 mos
Morgan Stanley
March 2014 - August 2019 · 5 yrs 5 mos
Morgan StanleyBroker
January 2014 - August 2019 · 5 yrs 7 mos
Wells Fargo Advisors, LLCBroker
August 2008 - January 2014 · 5 yrs 5 mos
State Registrations19 states
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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.
Raphael Fairell - Financial Advisor | TrueAdvisor