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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable between the client and the IAR, but will not exceed the stated percentages. Valmark may reduce or waive fees for certain clients.
Fee Estimator
Valmark charges an annual wrap fee based on assets under management, which includes trade execution costs but excludes certain regulatory and custodial fees. The advisory fee is negotiable between the client and the IAR, but will not exceed the stated percentages. The maximum annual fee is 1.95% for accounts less than $1,000,000, 1.75% for accounts between $1,000,001 and $2,000,000, and 1.50% for accounts above $2,000,001. Valmark may reduce or waive fees for certain clients. Minimum account sizes vary by program: $10,000 for TOPS® Core, and $100,000 for TOPS®, VWS Flex, and VWS Custom.
Areas of Practice
Advisor Information
Office location
8855 Research Dr. Suite 200, Irvine, CA, 92618
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Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Benjamin is the Founder and CEO of Navigators Advisory Group, an investment, life insurance, and financial planning firm. He oversees the firm's operations, meets with clients, and prospects, dedicating about a quarter of his time to this role.