James Mcnaughton
James Mcnaughton is a registered investment advisor at Thrivent Investment Management INC., based in Dedham, MA, with 11 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).
Fee Estimator
Location
3 Allied Dr, Dedham, MA, 02026
Get directionsHistory
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 Registrations26 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.
Exams
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