Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers financial planning and investment management services. Financial planning fees are not specified in this document. Investment management fees are charged based on the program selected, including individual portfolio management and programs utilizing third-party money managers. Wrap fee programs are also available, which include administrative, transactional, management, and custodial fees in a single fee. Clients should consult with their IARs to understand the fees associated with each program.
Areas of Practice
Advisor Information
Office location
Garden Grove, CA
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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 member of Jade Stone Properties LLC (family residential real estate) and Building Trades Network (non-profit construction trades networking group), requiring minimal time. Benjamin also works as an agent for QX Financial, dedicating nearly full-time hours to selling various insurance products and annuities, and owns Merlin Financial Services, dedicating about 10-20% of his time to delivering online training courses and support services to financial service professionals.