Assets Under Management
$17.5B
Number of Clients
77,792
Number of Advisors
2833
Average Client AUM
$225K
AUM per Advisor
$6.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Thrivent Investment Management Inc. offers ongoing, non-discretionary investment advisory services through the AdvisorFlex Managed Variable Annuity program, which is closed to new investors. Clients receive advice on asset allocation and subaccount selection within their Thrivent AdvisorFlex Variable Annuity contract. Envestnet Asset Management, Inc. provides services for the program.
| 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%.
600 Portland Avenue South, Minneapolis, MN, 55415