Benjamin Holm
Benjamin Holm is a CFP-designated registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
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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 ActivitiesSells Insurance
Benjamin is an Investment Advisor Representative at VPWM Advisors LLC, spending full-time providing investment advice, asset management, and financial planning. He is also a Registered Representative with LPL Financial LLC, dedicating about 10-20% of his time to financial recommendations and client transactions in securities markets.
Employment History
Current Registrations
Vantage Point Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations24 states
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