BA
CFP

Benjamin D Allen

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 works as a Client Service Specialist at Schipper and Osterink, providing financial management, consulting, and insurance services. This activity takes nearly all of Benjamin's time.

Employment History
Current Registrations
Advisory Alpha, LLC
October 2022 - Present · 3 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Benjamin D Allen - Financial Advisor | AdvisorDiscover