Benjamin Heckart
Benjamin Heckart is a registered investment advisor at RIA Advisory Group, LLC, based in Des Moines, IA, with 20 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,996 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.
Fee Estimator
Location
500 SW 7th Street, Suite 204, Des Moines, IA, 50309
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Regulatory 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 ActivitiesSells Insurance
Benjamin is involved in a small farming operation since 2005 and works as an independent insurance agent for various companies. He also owns 20% of Brokerstreet Insurance Services, which sells non-variable insurance.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
LPL Financial Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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