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Abigail Devereux

3 Years of Experience
St Louis, MO
Broker

Abigail Devereux is a registered investment advisor at Thrivent Investment Management INC., based in St Louis, MO, with 3 years of industry experience. Abigail 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3234 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1515 Des Peres Rd, St Louis, MO, 63131

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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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Other Business Activities

Abigail is a co-founder of Bourbon & Blondes, a whiskey podcast and event business, and works as a bartender for Pour Decisions and Work & Leisure. She also serves as a non-voting board member for The Repertory Theater of St. Louis.

Employment History
Current Registrations
Thrivent Investment Management INC.
August 2023 - Present · 3 yrs 2 mos
Thrivent Investment Management INC.
July 2023 - Present · 3 yrs 3 mos
Thrivent Investment Management INC.Broker
July 2023 - Present · 3 yrs 3 mos
State Registrations19 states
ARAZCACOILINKSKYMDMIMONCNJNYOKPATXVAWI
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.
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