Benjamin Shrader
Benjamin Shrader is a CFP-designated registered investment advisor at Peakvalley Wealth, LLC, based in Roanoke, VA, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 169 clients with $130M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Accounts within the same household can be combined for a reduced fee. The annual fee is negotiable.
Fee Estimator
Location
2762 Electric Road, Suite C, Roanoke, VA, 24018
Get directionsHistory
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 a board member for Braveheart Grief Ministries, dedicating minimal time to supervising funds. He is also a managing member of PeakValley Properties, LLC (real estate) and PeakValley Insurance, LLC, each requiring minimal time.
Employment History
Current Registrations
Peakvalley Wealth, LLC
Previous Registrations
Invest Financial Corporation
AXA Advisors, LLC
State Registrations3 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.