Benjamin Chase
Benjamin Chase is a CFP-designated registered investment advisor at Fortitude Financial LLC, based in Spokane, WA, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 411 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 $200K | 1.50% |
| $200K - $400K | 1.40% |
| $400K - $600K | 1.30% |
| $600K - $800K | 1.20% |
| $800K - $1000K | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The firm has a small number of legacy clients who are not participating in the firm’s wrap program and are, therefore, on one of two different fee schedules. The firm does not offer any current accounts in a non-wrap format and does not offer either of the following fee schedules to new clients.
Fee Estimator
Location
123 East 2nd Avenue, Spokane, WA, 99202
Get directionsHistory
Regulatory History (1)
Criminal
November 2007Other Business Activities
Benjamin operates under the DBA Fortitude Financial for his LPL business and is an IAR for Fortitude Financial, LLC, spending nearly full-time hours on investment advisory services. He also engages in tax preparation/accounting through Fortitude Tax, dedicating minimal time to this activity.
Employment History
Current Registrations
Fortitude Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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.