BS
CFP
BS
CFP

Benjamin David Shively

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
296 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$838.6M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

710 N Krueger Street, Kendallville, IN, 46755

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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
Ami Investment Management INC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Primevest Financial Services, INC.
January 2004 - December 2005 · 1 yr 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2001 - January 2003 · 1 yr 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.