BK
BK

Benjamin Kristoff

14 Years of Experience
Landis, NC
Broker

Benjamin Kristoff is a registered investment advisor at Fifth Third Securities, INC., based in Landis, NC, with 14 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

139 South Central Ave, Landis, NC, 28088

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fifth Third Securities, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Fifth Third Securities, INC.
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.
July 2018 - February 2021 · 2 yrs 7 mos
Fifth Third Securities, INC.Broker
July 2018 - February 2021 · 2 yrs 7 mos
Fifth Third Securities, INC.Broker
October 2011 - February 2017 · 5 yrs 4 mos
Fifth Third Securities, INC.
October 2011 - February 2017 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
February 2008 - February 2011 · 3 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - February 2011 · 3 yrs 1 mo
State Registrations3 states
KYNCTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
Benjamin Kristoff - Financial Advisor | TrueAdvisor