Benjamin Esget is a registered investment advisor at Wealthmark, LLC, based in Bellingham, WA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 193 clients with $130M 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 |
|---|---|
| Up to $500K | 1.00% |
| $499K - $1000K | 1.00% |
| $1000K+ | 1.00% |
Fees are negotiable. Qualified clients may pay a 15% performance fee based on capital appreciation, instead of the annual fee on assets under management.
Fee Estimator
Location
1329 N. State St, Suite 206, Bellingham, WA, 98225
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Benjamin owns Wealthmark LLC, a WA state registered investment advisor, dedicating full-time hours to it. He also owns Eastgate Consulting and Eastgate Holdings, spending minimal time on each. Additionally, Benjamin is a certified TacFit coach and a chief data scientist, dedicating a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Wealthmark, LLC
Previous Registrations
Matrix Capital Group, INC.Broker
Matrix Capital Group, INC.Broker
Okoboji Financial Services, INC.Broker
Ludeman Capital Management, INC.
Pacific West Securities, INC.Broker
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.