Benjamin Laws
Benjamin Laws is a registered investment advisor at Evexia Wealth, LLC, based in Stevens Point, WI, with 21 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 421 clients with $390M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Evexia Wealth also offers a specific income reserve model with a fee of 0.25% per year. They also offer Evexia Income Alpha and Green Income Alpha models with the following fees: - **Up to $5,000,000** — 1.00% per year - **$5,000,001 to $7,000,000** — 0.90% per year - **$7,000,001 to $10,000,000** — 0.80% per year - **$10,000,001 and above** — 0.70% per year
Fee Estimator
Location
1265 Main Street, Suite 105, Stevens Point, WI, 54481
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Benjamin is an insurance agent since 2019, dedicating about a quarter of his time to providing advice to clients. He also owns land, is the owner of Evexia Accounting LLC (spending about 10-20% of his time), and is the President and Board Member of 16 Days, Inc., a NICU charity (spending minimal time).
Employment History
Current Registrations
Evexia Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.