Benjamin Warren is a CFA-designated registered investment advisor at Tumwater Wealth Management, LLC, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 310 clients with $410M 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 | 1.20% |
Annual advisory fee ranges up to a maximum of 1.20%. For accounts under $500,000, an investment management only fee of up to 0.60% annually is available, or comprehensive financial planning for up to $299 per month. Fees are generally negotiable.
Fee Estimator
Location
110 W Main St, Boise, ID, 83702
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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 is a board member for Northwest Christian Credit Union. This activity is not investment-related.
Employment History
Current Registrations
Tumwater Wealth Management, LLC
Previous Registrations
Rathbone Warwick Investment Management
Rathbone Warwick Investment Management
Wells Fargo Advisors, 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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