Thrivent Investment Management offers various managed account programs with different investment strategies and levels of discretion. These programs include Advisor, Advisor Guided, Advantage, SELECT, Income-Focused, Genesis, Shepherd, Impact, Shield, Separately Managed Accounts (SMA), and Unified Managed Accounts (UMA). Thrivent also offers dedicated planning services, which can be combined with the managed account programs as WealthPlan. Clients work with financial advisors to determine suitable investment strategies based on their financial situation and goals.
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.