Benjamin E Vondrak
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
This is a tiered or breakpoint fee schedule, meaning the entire account is charged the same management fee.
Fee Estimator
Asset management fees are tiered, based on the amount of assets managed (see table above). Fees are billed quarterly in arrears. Financial planning and consulting are charged at an hourly rate of $350 per hour. Financial planning fees are billed 50% in advance, with the balance due upon plan delivery. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
Hermitage, TN
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is a life insurance agent and part owner of Symbiotic Insurance Solutions, Inc. He spends about half his time (20 hours per week) on insurance sales, both individually and through his company.