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Paul Hargrove

9 Years of Experience
Cedar Park, TX
1 DisclosureBroker

Paul Hargrove is a registered investment advisor at Thrivent Investment Management INC., based in Cedar Park, TX, with 9 years of industry experience. Paul 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

715 Discovery Boulevard, Cedar Park, TX, 78613

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History

Regulatory History (1)
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Criminal
May 1999
Final Disposition
Employment History
Current Registrations
Thrivent Investment Management INC.
January 2021 - Present · 5 yrs 4 mos
Thrivent Investment Management INC.
January 2021 - Present · 5 yrs 4 mos
Thrivent Investment Management INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Thrivent Investment Management INC.
October 2016 - December 2020 · 4 yrs 2 mos
Thrivent Investment Management INC.Broker
September 2016 - December 2020 · 4 yrs 3 mos
State Registrations11 states
CAFLGAIAINKYMDMIMNTXUT
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.
Paul Hargrove - Financial Advisor | TrueAdvisor