CFP

Benjamin Thornhill

21 Years of Experience

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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,377 clients with $5.4B in assets under management.

First Foundation Advisors

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

1,377 clients

Average Client Portfolio

$4.0M average

Assets Under Management

$5.4B

Fee Structure

Minimum Investment:$500K

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $3.0M	1.00%
$3.0M - $5.0M	0.75%
$5M+	0.50%

Fees are negotiable at Registrant's discretion. The firm also has separate fee schedules for Fixed Income Accounts and Fixed Income Short Duration Accounts.

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

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Employment History

Current Registrations

First Foundation Advisors

April 2004 - Present · 22 yrs

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.