| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable.
Denver, CO
Get directionsNo 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 →Benjamin is a Regional Director at Focus Partners Advisor Solutions, LLC, spending full-time as a main relationship manager for independent advisors. He also owns TS II, an LLC invested in a private cannabis oil startup, but devotes no time to it. Benjamin is also a registered representative of Foreside Financial Services, LLC, acting as the mutual fund distributor for the SA Fund under BAM Advisor Services, LLC.