Benjamin Brandt
Benjamin Brandt is a CFP-designated registered investment advisor at Capital City Wealth Management, INC., based in Bismarck, ND, with 18 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 135 clients with $130M 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 $2.0M | 1.50% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees are negotiable. The wrap fee includes transaction charges.
Fee Estimator
Location
1000 Tacoma Avenue, Suite 200, Bismarck, ND, 58504
Get directionsHistory
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 the sole member and content creator for Retire Ready Resources LLC, spending a few hours per week creating content such as books, podcasts, YouTube channels, and online courses. He also hosts a biweekly podcast called Retirement Starts Today Radio, dedicating minimal time to it.
Employment History
Current Registrations
Capital City Wealth Management, INC.
Previous Registrations
Thrivent Investment Management INC.
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.