Benjamin Laws
Benjamin Laws is a registered investment advisor at Evexia Wealth, LLC, based in Stevens Point, WI, with 22 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. 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 at the sole discretion of the Advisor. Special models such as the Income Reserve Model (0.25%) and Income Alpha Models (1.00% down to 0.70%) have separate fee schedules.
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.
Exams
More Advisors
- Joseph Watson, CFPEvexia Wealth, LLC
- Jenna Laws, CFA, CFPEvexia Wealth, LLC
- Elle Smits, CFPCliftonlarsonallen Wealth Advisors, LLC
- Dorece Johnson, CFPEdward Jones
- Jesirae Heuer, ChFCEdward Jones
- Tracey Stalter, CFP, ChFCAmeriprise Financial Services, LLC