| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
1460 Bond St., Suite 120, Naperville, IL, 60563
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Learn about disclosures →Andrew is a licensed operations professional at Thrivent Advisor Network, LLC, doing business as IntentGen Financial Partners, an affiliated retail investment advisory firm. He dedicates nearly full-time hours to providing office support to advisors, including operational and administrative duties.