Ben Jennings is a CFP, PFS-designated registered investment advisor at Soundview Advisors, based in Olympia, WA, with 22 years of industry experience. Ben 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, Insurance Planning, and 5 more. Their firm serves 176 clients with $410M 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 $750K | 1.25% |
| $750K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable in special circumstances. Minimum quarterly fee of $1,875 for new clients as of 2024. Occasionally waive the minimum fee in cases of financial hardship or a long-term relationship between the client and the firm.
Fee Estimator
Contact
Ben Jennings
Location
1441 West Bay Drive, Suite 201, Olympia, WA, 98502
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Soundview Advisors
Previous Registrations
Navigator Financial Planning, INC.
Rsm Mcgladrey, INC.
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
Our desire is to know and understand our clients as well or better than anyone else in their lives. We believe financial planning and investing cannot be appropriately done without a clear understanding of the client's values and goals. We work best with clients who desire to participate in the process and have at least a general understanding of why we are recommending any given strategy or action.