Benjamin Baldwin is a CFP, ChFC-designated registered investment advisor at Responsive Financial Group, INC., based in Iverness, IL, with 26 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, High Net Worth, Investment Management, and 1 more. Their firm serves 54 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG's investment management fee is a quarterly asset-based charge ranging from 0.05% to 0.4% of your portfolio, paid in advance. The fee is calculated based on the portfolio balance on the last day of the prior quarter. RFG's minimum fees range from $1,200 to $6,000 per quarter, depending on the complexity of services and other family or business relationships with RFG. New clients also pay a one-time onboarding fee of $3,000 to $9,000, which can be waived.
Location
Iverness, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin owns and leases commercial property through RBC Phoenix Inc. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Responsive Financial Group, INC.
Previous Registrations
The Financial Concepts Company
The Financial Concepts Company
State Registrations2 states
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