Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are calculated quarterly, either in advance or arrears, based on the account's average daily balance. The maximum annual advisory fee is 1.25%. A minimum annual fee of $2,500 per household may be imposed, but fees are negotiable. Financial planning is included in investment management fees. If financial planning is the only service provided, the hourly rate is $250. Certain clients may incur a $10 quarterly fee for third-party administrative services.
Areas of Practice
Advisor Information
Office location
9635 Maroon Circle, Suite 440, Englewood, CO, 80112
Get directionsRegulatory History
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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Benjamin is the CEO of Quantitative Equity Strategies, LLC, a quantitative firm, dedicating full-time hours to this role. He also serves as a Senior Portfolio Manager at Advisors Preferred LLC, consulting on an equities portfolio, requiring minimal time.