Benjamin Martinek is a CFP-designated registered investment advisor at Bona Fide Finance, based in Mandan, ND, with 11 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, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 51 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional charge for clients who subscribe to the ongoing comprehensive planning service and is not offered as a standalone service. However, clients will pay fees charged by outside managers used to help manage portfolios:
- Betterment Advisor Solutions charges up to 0.15% per year of your account balance.
- Dimensional Fund Advisors charges 0.29% per year on securities held in the account.
Contact
Benjamin Martinek
Location
Mandan, ND
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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 a co-founder of Magni Publicani LLP, operating as Student Loan Tax Experts. This activity takes about a quarter of his time.
Employment History
Current Registrations
Bona Fide Finance
Previous Registrations
Melissa Bunton DBA Artisan Finance
Thrivent Investment Management INC.
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
Additional Information
I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith”. I make the promise to prepare each client for their future according to the standards of good finance and good sense
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