Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.
6500 Centerville Business Pkwy, Dayton, OH, 45459
Get directionsBen is a financial advisor and agent selling fixed insurance products, dedicating nearly full-time hours to these activities. He also co-owns a consulting service for individuals going through divorce and is involved in several other ventures, including serving as president of Bfeld & Co, LLC and vice president of a condo association.