Blake Steven Behunin
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Householder Group charges a negotiable wrap fee up to 2.95% of assets under management, with each Investment Advisory Representative setting their own fee schedule. Fees are calculated monthly or quarterly in advance, based on the account value. The fee can be tiered or linear. You will also pay mutual fund expenses and account maintenance fees charged by the custodian. There are no minimum account value requirements for SWM accounts, but other programs have minimums.
Areas of Practice
Advisor Information
Office location
2310 E Ponderosa Dr., Suite 2, Camarillo, CA, 93010
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 Activities
Blake operates Behunin Wealth Management as a DBA for his LPL business and provides administrative services through Householder Group Estate & Retirement Specialists, LLC, spending nearly full-time on these activities. Blake also has Sunset Wealth Management as a business entity for tax/investment purposes, dedicating about a quarter of his time.