James Mcnaughton
James Mcnaughton is a registered investment advisor at Thrivent Investment Management INC., based in Dedham, MA, with 10 years of industry experience. James 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
3 Allied Dr, Dedham, MA, 02026
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Regulatory History (1)
Judgment / Lien
October 2019Other Business Activities
James serves as a board member for the Urban Islands Project and provides leadership coaching for the North Texas District of the Assemblies of God and Assemblies of God Missions, dedicating a few hours per week to the former and about 10-20% of his time to the latter. He also serves as a pastor for The Link Church, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
State Registrations27 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.