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Erica Cantrell

12 Years of Experience
Boise, ID
1 DisclosureBroker

Erica Cantrell is a registered investment advisor at Thrivent Investment Management INC., based in Boise, ID, with 12 years of industry experience. Erica 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

913 W River St, Boise, ID, 83702

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History

Regulatory History (1)
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Criminal
February 2010
Final Disposition
Employment History
Current Registrations
Thrivent Investment Management INC.
November 2013 - Present · 12 yrs 6 mos
Thrivent Investment Management INC.
September 2013 - Present · 12 yrs 8 mos
Thrivent Investment Management INC.Broker
September 2013 - Present · 12 yrs 8 mos
State Registrations16 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.
Erica Cantrell - Financial Advisor | TrueAdvisor