Benjamin Samuel Rinkey

Illumination Wealth Management

12 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Illumination Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

220 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$377.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.50%
$100K - $250K	1.50%
$250K - $500K	1.35%
$500K - $1000K	1.20%
$1.0M - $3.0M	1.00%
$3M+	0.90%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,500

Location

11622 El Camino Real, Suite 100, San Diego, CA, 92130

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 1997

Settled

Customer Dispute

September 1996

Settled

Customer Dispute

April 1995

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Illumination Wealth Management

April 2014 - Present · 11 yrs 10 mos

Previous Registrations

Ben Rinkey and Associates, LLC

April 2014 - December 2016 · 2 yrs 8 mos

Globalbridge

September 2012 - November 2013 · 1 yr 2 mos

State Registrations4 states

CAFLMNTX

Advisor

Exams

No exam information available for this advisor.