BA
BA

Benjamin Addink

20 Years of Experience
Federal Way, WA
2 DisclosuresSells Insurance

Benjamin Addink is a registered investment advisor at Columbia River Advisors, based in Federal Way, WA, with 20 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 253 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
253 clients
Average Client Portfolio
$749K average
Assets Under Management
$189.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

CRA will charge an asset-based fee up to 1.50% that is negotiable between the Client and the Advisor Representative.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

34303 Pacific Highway South, Suite 120, Federal Way, WA, 98003

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History

Regulatory History (2)
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.
Regulatory
July 2017
Final
Customer Dispute
July 2007
Closed-No Action
Other Business ActivitiesSells Insurance

Benjamin sells fixed annuities, life and health insurance, and long-term care products. He is also the president of Whitestone Land Management, LLC and a member of Hornets Land, LLC.

Employment History
Current Registrations
Columbia River Advisors
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Linsco/private Ledger CORP.
June 2005 - October 2006 · 1 yr 4 mos
Linsco/private Ledger CORP.Broker
April 2005 - October 2006 · 1 yr 6 mos
Edward JonesBroker
June 2001 - May 2005 · 3 yrs 11 mos
State Registrations1 state
WA
Advisor

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.
Benjamin Addink - Financial Advisor | TrueAdvisor