Benjamin Schmid is a CFP-designated registered investment advisor at Ketwich Capital LLC, based in Malvern, PA, with 17 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $27M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy investment management clients under prior billing structures are grandfathered in.
Fee Estimator
Location
Malvern, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ketwich Capital LLC
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
UBS Securities LLCBroker
State Registrations3 states
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