BK
CFP
BK
CFP

Benjamin David Kille

40 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
186 advisors
Number of Clients
8,760 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$25.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M0.87%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25M+0.40%

Wealthspire Advisors reserves the right to negotiate each fee, including minimum fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

29 South Main Street, Suite 300, West Hartford, CT, 06107

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History

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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Employment History
Current Registrations
Wealthspire Advisors
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
NFP Advisor Services, LLC
October 2011 - March 2016 · 4 yrs 5 mos
Wealthspire Advisors
June 2003 - October 2022 · 19 yrs 4 mos
NFP Advisor Services, LLCBroker
June 2003 - March 2016 · 12 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
May 2000 - June 2003 · 3 yrs 1 mo
Lincoln Financial Advisors Corporation
September 1999 - June 2003 · 3 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - June 2003 · 5 yrs
Cigna Financial Advisors,inc.Broker
August 1986 - June 1998 · 11 yrs 10 mos
Hamilton Group Securities, INC.Broker
February 1985 - August 1986 · 1 yr 6 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.
Benjamin David Kille - Financial Advisor | TrueAdvisor