BK
ChFC
BK
ChFC

Benjamin Kragt

29 Years of Experience
Grand Rapids, MI
Broker

Benjamin Kragt is a ChFC-designated registered investment advisor at Edward Jones, based in Grand Rapids, MI, with 29 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

4610 Plainfield Ne, Grand Rapids, MI, 49525-1229

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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
Edward JonesBroker
September 2017 - Present · 9 yrs 1 mo
Edward Jones
September 2017 - Present · 9 yrs 1 mo
Edward Jones
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - September 2017 · 7 yrs 11 mos
Ameriprise Financial Services, INC.Broker
October 2009 - September 2017 · 7 yrs 11 mos
Ameriprise Advisor Services, INC.
August 2009 - October 2009 · 2 mos
Ameriprise Advisor Services, INC.Broker
September 2008 - October 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
May 2001 - September 2008 · 7 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 1996 - June 2001 · 4 yrs 8 mos
State Registrations15 states
AZCAFLGAIAILINMIMTNCNJNVOHSCWA
AdvisorBrokerBoth

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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