MF
MF

Michael Fusi

6 Years of Experience
Minneapolis, MN
Broker

Michael Fusi is a registered investment advisor at Thrivent Investment Management INC., based in Minneapolis, MN, with 6 years of industry experience. Michael 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

600 Portland Ave S, Minneapolis, MN, 55415

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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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Employment History
Current Registrations
Thrivent Investment Management INC.
November 2023 - Present · 2 yrs 10 mos
Thrivent Investment Management INC.
November 2023 - Present · 2 yrs 10 mos
Thrivent Investment Management INC.Broker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Signature Estate Securities, INC.Broker
August 2023 - October 2023 · 2 mos
Seia
March 2023 - October 2023 · 7 mos
Osaic Wealth, INC.Broker
February 2023 - August 2023 · 6 mos
Grove Point Investments, LLCBroker
December 2020 - January 2023 · 2 yrs 1 mo
Strategic Advisers, INC.
April 2015 - September 2015 · 5 mos
Fidelity Brokerage Services LLCBroker
April 2014 - September 2015 · 1 yr 5 mos
State Registrations51 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.