| 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
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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 →Andrew owns rental property, dedicating minimal time to managing it. He also sells and services fixed insurance contracts, spending minimal time on this activity, and is a professional director for Bethel University's student investment fund, dedicating about 10-20% of his time. Andrew is also the Chief Investment Officer for Thrivent Advisor Network, spending nearly full-time hours, and owns Storyline, LLC, which is used for expenses related to his advisory business, and coordinates pond treatments for his homeowners association.