Benjamin Ollila is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Lino Lakes, MN, with 18 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.
Fee Estimator
Location
6687 Blue Heron Drive, Lino Lakes, MN, 55014
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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 involved in several business activities, including Edgewater Team Properties LLC (for tax/investment purposes), Lakeside Legacy Wealth Advisors and Strategic Wealth Group (DBAs for LPL business), MTO Properties LLC (real estate rental), and Strategic Wealth Group RIA, LLC (registered investment advisor). He dedicates about a quarter of his time to Lakeside Legacy Wealth Advisors, Strategic Wealth Group, and Strategic Wealth Group RIA, LLC.
Employment History
Current Registrations
LPL Financial LLC
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 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.
Exams
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