TrueAdvisor
TrueAdvisor
AC
AC

Aaron Collins

Thrivent Investment Management INC.
2 Years of Experience
Clinton Twp, MI
Broker
View SEC Summary
View SEC Summary

Aaron Collins is a registered investment advisor at Thrivent Investment Management INC., based in Clinton Twp, MI, with 2 years of industry experience. Aaron 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.

Thrivent Investment Management INC.
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
—
View Full SEC Brochure

Location

Clinton Twp, MI

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron works as a client associate at Travis Matthew, a retail store for golf/lifestyle clothing. This takes about a quarter of Aaron's time and is not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.
September 2024 - Present · 2 yrs 1 mo
Thrivent Investment Management INC.
May 2024 - Present · 2 yrs 5 mos
Thrivent Investment Management INC.Broker
May 2024 - Present · 2 yrs 5 mos
State Registrations1 state
MI
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.
More Advisors
More financial advisors in Clinton Twp, MI →All financial advisors in Michigan →