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Brent Fassett

16 Years of Experience
Baxter, MN
1 DisclosureBroker

Brent Fassett is a registered investment advisor at Thrivent Investment Management INC., based in Baxter, MN, with 16 years of industry experience. Brent 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

14391 Edgewood Dr, Baxter, MN, 56425

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History

Regulatory History (1)
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Regulatory
August 2019
Final
Other Business Activities

Brent serves as an Elder at Prince of Peace Evangelical Lutheran Church and as a Board Member/Vice Chair for Lutheran Island Camp & Christ Serve Ranch, dedicating minimal time to each. These activities involve spiritual leadership and providing guidance to the camp, respectively, and are not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.
December 2013 - Present · 12 yrs 7 mos
Thrivent Investment Management INC.Broker
October 2009 - Present · 16 yrs 9 mos
State Registrations14 states
AKAZCAGAIAILMNMTNCNDSDTNUTWI
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.