Benjamin Rickey
Benjamin Rickey is a CFP-designated registered investment advisor at Leonard Rickey Investment Advisors, P.L.L.C., based in Yakima, WA, with 28 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,102 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $9.0M | 0.30% |
| $9M+ | 0.50% |
Fees are negotiable. Assets of multiple family members are typically aggregated to calculate fee rates. Subject to a $1,200 minimum annual fee.
Fee Estimator
Contact
Benjamin Rickey
Location
3908 Creekside Loop, Ste 100, Yakima, WA, 98902
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Benjamin is a registered investment advisor providing financial planning services, and also serves as an investment advisor representative. He also owns LRIA Leasing PLLC, which leases a plane to Leonard Rickey Investment Advisors, and provides tax services through Pathway Tax Group for minimal time each month.
Employment History
Current Registrations
Leonard Rickey Investment Advisors, P.L.L.C.
Previous Registrations
LPL Financial LLC
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
Additional Information
I started in the financial services industry in 1997 after graduating from University of Washington with a BA. I am a Certified Financial Planner Certificant CFP™, A Certified Investment Management Analyst CIMA™ and a Certified Private Wealth Advisor CPWA™. I live with my family in Yakima Washington and work out of our offices in Yakima, Richland and Seattle.
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