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Benjamin Lawrence Winne

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$50 - $400/hr

Advisory Alpha generally charges asset-based fees ranging from 0.10% to 1.70% of assets under management, depending on services. Fees are negotiable and outlined in the advisory agreement. Hourly fees range from $50 to $400 per hour, and fixed fees range from $1,000 to $10,000, typically for the financial planning solution. Some representatives may include a minimum annual fee. Clients are responsible for third-party fees.

Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Benjamin is an account manager at Citizen Advisory Group, selling life and health insurance, dedicating nearly full-time hours to this role. He is also a passive co-owner of two pizza restaurants, Padrones Pizza (Buell Enterprise) and Padrones Pizza (Hood, LLC), but spends minimal time on these ventures.

Employment History
Current Registrations
Advisory Alpha, LLC
June 2022 - Present · 3 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Benjamin Lawrence Winne - Financial Advisor | AdvisorDiscover