BT
CFP
BT
CFP

Benjamin Thornhill

21 Years of Experience
Irvine, CA
1 Disclosure

Benjamin Thornhill is a CFP-designated registered investment advisor at First Foundation Advisors, based in Irvine, CA, with 21 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,316 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,316 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Rates shown are for the Equity and Balanced Accounts Program. The firm also offers separate schedules for Fixed Income Accounts (0.25% to 0.50%) and Fixed Income Short Duration Accounts (0.05% to 0.25%). Fees are negotiable.

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

18101 Von Karman Avenue, Ste 700, Irvine, CA, 92612

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History

Regulatory History (1)
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Employment Separation After Allegations
July 1989
Employment History
Current Registrations
First Foundation Advisors
April 2004 - Present · 22 yrs 6 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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