Benjamin Setterlund is a CFP-designated registered investment advisor at Cahill Financial Advisors, INC., based in Duluth, MN, with 24 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,115 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.40% to 1.50% depending on the specific representative and schedule. Fees are negotiable.
Fee Estimator
Location
Duluth, MN
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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 →Other Business Activities
Benjamin owns a member's share of Polvo Properties, LLC, established in 2013 for purchasing rental properties. He dedicates minimal time to the business, primarily for annual meetings and decisions on property maintenance.
Employment History
Current Registrations
Cahill Financial Advisors, INC.
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
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
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