Benjamin Boettcher
Benjamin Boettcher is a CFP, ChFC-designated registered investment advisor at Helmstar Wealth Management, based in Boise, ID, with 19 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 538 clients with $790M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $20.0M | 0.20% |
| $20M+ | 0.15% |
Fees are negotiable based on the complexity of your financial situation and account size. Family account values may be combined for fee calculation purposes.
Fee Estimator
Location
250 South 5th Street, Suite 600, Boise, ID, 83702
Get directionsHistory
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 ActivitiesSells Insurance
Benjamin is an insurance agent for multiple companies through Helmstar Group, of which he owns 50%. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Helmstar Wealth Management
Previous Registrations
Fic-Boise, LLC
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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