Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet's annual investment management fee is negotiable but will not exceed 2.50% of assets under management. This fee does not include sub-advisor fees, trade execution costs, custody fees, or fund expenses. Financial planning fees range from $400 to $10,000 for initial plans, and $150 to $4,000 for regular/periodic reviews. Hourly rates for financial planning do not exceed $300 per hour. All financial planning and consulting fees are generally negotiable.
Areas of Practice
Advisor Information
Office location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
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 involved in retirement plan sales and financial planning/asset management through AdvisorNet and AdvisorNet Wealth Partners. These activities take up nearly full-time hours.