BK
CFA
BK
CFA

Benjamin Thomas Klamo

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
579 clients
Average Client Portfolio
$826K average
Assets Under Management
$478.5M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gainplan LLC
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2015 - May 2015 · 4 mos
Cig Asset Management, INC.
September 2010 - December 2014 · 4 yrs 3 mos
Ameriprise Advisor Services, INC.
December 2008 - June 2009 · 6 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.