Benjamin Hawkins
Benjamin Hawkins is a CFP-designated registered investment advisor at Wealthtrak Advisors, based in Virginia Beach, 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 Financial Planning & Coaching, Investment Management. Their firm serves 280 clients with $200M 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 | 1.95% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
Fees are negotiable. Certain legacy clients may be billed under a previous or different fee schedule.
Fee Estimator
Location
272 Bendix Road, Suite 130, Virginia Beach, VA, 23452
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 owns Client First Investment Services, LLC, providing fee-based advisory services, and is involved in several real estate ventures. He also owns Ben Hawkins, CPA P.C., providing bookkeeping and tax services, and sells term life insurance, fixed annuities, long-term care insurance, and disability insurance, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Wealthtrak Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Waddell & Reed
Waddell & ReedBroker
Investors Security Company, INC.Broker
State Registrations7 states
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