Benjamin Haas
Benjamin Haas is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Kutztown, PA, with 20 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
172 West Main Street, Kutztown, PA, 19530
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Benjamin is an agent for US Insurance Brokers selling non-variable insurance, including disability, accident, health, life, and long-term care, dedicating about a quarter of his time. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending nearly full-time on this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
LPL Financial LLC
U.S. Financial Advisors
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
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
- Adam Werner, CFPGreat Valley Advisor Group, LLC
- Steven Drasher, ChFCState Farm Investment Management CORP.